Testimonials
Read some of the feedback received from clients.Charlotte has always given clear, confident advice. Always taking time to explain fully in a way we can understand and ensuring we were happy at all times. She is happy to answer any questions at any time and puts you at ease giving confidence in any investments/decisions made. Her flexibility in ap...
Charlotte has provided us with excellent advice. She is approachable and efficient. I would be happy to recommend her to anyone.
Having lost trust in the financial company I was with, a friend suggested I talked to Charlotte, right from the start she made me feel at ease and more secure about my investments. Nothing is too much trouble, I have found her advice very helpful, and Charlotte listened to all my requirements and lo...
Charlotte has taken a thorough and consultative approach to understand our requirements. Follow up actions have been swift, accurate and comprehensive. At the first anniversary review we’re very pleased.
Charlotte has always given great advice, sending me weekly updates and always available to talk if needed. I am very happy with her services and I would not hesitate in recommending her to anyone.
Charlotte was recommended to us through a friend. My husband and I are pensioners and we required professional advice as to where we should invest our capital. Our adviser guided us through, slowly and calmly as to what our best options would be. There was no pressure, our interests were put first. ...
From the moment Charlotte introduced herself we were immediately put at ease. Her attention to detail, desire to understand our needs and expectations coupled with the resources at her disposal gave us complete confidence in her investment proposals. Charlotte’s subsequent reviews and updates have d...
Charlotte took over our accounts some two years ago. In that time she has been extremely helpful in guiding our financial decisions and investments to achieve our aim of retirement and subsequent income. Charlotte takes time to explain her advice in a clear, concise and understandable manner. She ha...
I'm delighted to write a testimonial for Charlotte and for St. James's Place. Charlotte has simplified everything for me and my husband, which has enabled us to make decisions about how best to invest. Not only has the advice paid off financially, but I have never felt a question is too small, ...
Past performance is not indicative of future performance.
