Testimonials
Read some of the feedback received from clients....I have more family time...Once I had decided to involve Nic, the organisation of my financial affairs improved considerably…along with the comfort of feeling I am more in control. Nic’s practice appealed because of the service involved and the backing of St. James's Place. Nic is an agreeable,...
…Creates a personal bond which in turn creates an element of trust...Our general financial state of affairs have historically been very functional and uninteresting whereas within Nic’s Private Client practice there seems to be more creativity and personal attention. The relationship with Nic has...
Nic seems very straightforward and direct. He gives advice but also takes on board our wishes in terms of how our finances are managed etc.. We trust him implicitly and feel confident that he is doing the right thing for us.
...His network has also been hugely helpful...Nic has access to a great range of products and services and we always have a good discussion with Nic about what to do. His network of accountancy advisors, tax optimisers, insurance, will* writers etc has also been hugely helpful. Nic has total inte...
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
...We are a lot more organised now and I have peace of mind...Nic is very approachable and honest. He is intelligent and competent – and has the ability to make sophisticated complex jargon into something that is easy to understand and simple for anybody – a very good attribute to have. He also h...
…frees up my mind, both for work and other more interesting things...I knew that I needed advice on how I ought to be investing and managing my finances – I now spend much less time thinking about them, which frees up my mind both for work and other more interesting things. I also appreciate havi...
...I have grown increasingly confident over time...One of the key drivers to becoming a client of was the holistic approach and life planning. My finances are now done in a more professional and coordinated way than before – and I work in the industry and so have a pretty good idea. It has freed ...
...The process does give us a sense of relief...We were made aware of Nic through a personal recommendation. The appeal to us was the approach of looking at all aspects of our finances. We find the process very useful, at the very least it acts as a catalyst to force (!) us to look properly at ou...
…pulling life goals and financial planning together...I did find the initial planning process which I shared with Michelle very helpful in pulling life goals and financial planning together. I found the process stimulating and it was from there that we have built the relationship. Nic is very per...
…enabling me and my family to live the life we want to lead...I was aware that I had not been making the most of my income. I had enjoyed some good earnings but didn’t know what to do with them. Nic was recommended to me by a friend and he has been a supremely efficient provider of financial serv...
