Swindon Financial Services Ltd
Partner Practice of St. James's Place Wealth Management
“I have had the biggest weight lifted from my shoulders and it really is all thanks to you. Thank you so very much for all your help and guidance. I can now actually see through the woods and it is looking reasonable.”
“Alex is an approachable financial adviser and understood our needs. He was very informative about our investments and gave solid advice on how best to improve our investment growth. He has a clear understanding of retirement pensions and has his clients best interests in mind.”
“Alex provides a professional, friendly and expert service to enable me to make investments that are in line with my level of risk appetite. Highly recommended.”
“I have always found my dealings with Alex to be most satisfactory. The manner in which he explains possible investments is clear and concise. I look forward to dealing with him for many years to come.”
“Over an extended period of time, I have found Alex Wilkie to be well-informed, balanced in his judgements and courteous in all his dealings. He does not force his views but leads me as his client through the often complex rules and requirements that investment involves in the current climate. I can recommend him unreservedly.”
“Smart informed professional service that offers tailored levels of interaction with no badgering just good honest advice and support with technical aspects of pensions and investment methods. Very satisfied and pleased to see somone making a success of adding value by being useful but never intrusive.”
“Alex has worked with us for more than 15 years and we've been consistently impressed with the quality of advice that Alex has provided. Alex has worked hard to understand our requirements and has ensured that he has remained up-to-date as our requirements have changed. His advice is always presented very clearly and he is extremely thorough in talking through all the options. We would have no hesitation in recommending Alex to anyone wanting to review their financial position.”
“Lacking market knowledge and skills to manage our own portfolio, we were recommended to contact Alex at St. James's Place. He took time to explore and understand our needs and concerns. After a short time collecting, collating and analysing our pensions and investments, the results were then presented to us; Alex took us through these providing a clear interpretation of the financial terms, the options, cost comparisons and the St. James's Place approach, allowing us to make considered and measured decisions. An excellent service and we look forward to the future with St. James's Place.”
David and Tina Fudge
“From the beginning I have found Alex a understanding and trustworthy person I feel I can talk in an open and honest manner and his recommendations are based on my own financial situation with no pressure.”
“Alex is at all times extremely helpful and efficient. He always does what he says he will do. He listens and provides options clearly, in layman's terms. Alex always makes you feel as if you are a friend and your business is of interest to him, however small your investments are. I think most of all, I trust Alex and would recommend him to friends or family and indeed have done so.”
“Alex has over the last 6+ years provided me relevant and timely information on investment and pension topics. This advice given allowed me for example to optimise benefits from a pension fund that previously was poorly managed and subsequently not growing. His advice on long term investment options has proved extremely useful.”
“Alex is thoroughly professional acknowledgeable and I have every trust that he would only recommend a product that is right and beneficial to me. He is also very personable and makes you feel at ease without any pressure.”
“Alex is always available when requested and ready to give sound advice.”
Jeoffery and Janine Clarke
“My elderly mother gets anxious about financial matters and Alex has developed a personal constructive relationship with her over the years. He has a very 'light touch' with Mum and she is reassured by the way he spends time with her explaining her options and guiding her with his advice. She is always in control yet she trusts him completely. This is immensely reassuring to me too.”
“Alex always understands what type of investment is good for me, with the risks being discussed fully. That's why I would always recommend him to my family and friends.”
M. Panes, Sales Manager, Swindon
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Swindon Financial Services Ltd is registered in England and Wales, Number 5584483. Registered Office: 124-125 Commercial Road, Swindon, Wiltshire, SN1 5PL.