Testimonials

Read some of the feedback received from clients.
We are extremely happy with Guy Wilkinson. He is always helpful and explains complex details in a way we can easily understand. Although we were initially apprehensive when our adviser changed, this quickly proved unfounded. We would wholeheartedly recommend St. James's Place, and especially Guy. As...
Private Client | Formby

What truly stands out about Mark is his unwavering client focus. He has taken the time to fully understand our circumstances, preferences, and long-term aspirations, tailoring his recommendations accordingly. His ability to balance technical knowledge with a personable and approachable manner is ...

Tracey Paxton | Clinical Director

I would like to mention Elliot Ketteringham for his patience in dealing with my investment, he puts me at ease even though I am not investing millions. Thank you Elliot.

Private Client
Shaz has been exceptional, explaining everything. Shaz explained some of the complex financial information to very easy to understand language. I would highly recommend him to family & friends.
Private Client | Retail Manager, Southport

Mr S. Safdar has been helpful and reassuring with my investments and pensions, after my husband passed away recently. His advice has been very good. Would highly recommend him. 

Mrs S.M Postlehwaite | Formby, Liverpool
Mark has always provided excellent support and communication managing my account. His service and advice have helped me significantly and I can’t recommend him highly enough.
Alex Robinson | Co-founder

Following my retirement in 2022 I received outstanding support from Elliot and the team at Cockbains in managing my financial situation and making the transition into retirement. I doubt whether I would have received that level of support anywhere else. Since then the service has been excellent a...

Charles Davies

Working with Ian has been great - he always takes the time to explain things clearly and patiently (which has been especially valuable as I don’t have a strong background in this area) and I’ve consistently felt that my interests come first in all of his recommendations, and that level of trust m...

Emma Wigmore | London