Testimonials
Read some of the feedback received from clients.As I get closer to retirement, I wanted to review my current plans to understand better what I could expect when I do retire. David took time to understand my hopes, wants and aspirations for both myself and my family. He has provided a solution that we're very happy with and one that has given me t...
Having had some time off work in the past through illness I wanted to know that if it happened again, I would still have some income. David and Romany talked me through the potential solutions and explained them to me in easy to understand language. I now have the peace of mind I was looking for.
Having moved back to the UK from France 7 years ago to look after my elderly parents I hadn't reviewed my finances for many years. David reviewed my financial situation holistically and put plans in place for me that absolutely suit my current and future circumstances. In addition, we have ensured t...
Having spoken with David at length he uncovered through our conversation that an element of our mortgage was not covered. He suggested a solution that we accepted, and we actually saved money! We are both very happy and with the outcome and the service that we received from David and his support sta...
David reviewed my existing investments and retirements plans, neither of which I’d received any advice or direction on since inception. I’ve known David for a number of years and both trust and respect him, moreover I like the idea of the regular reviews that he has committed to and I was impressed ...
I had an old workplace pension pot which had received little or no attention for a significant number of years. David researched my scheme and presented me with the alternative solution offered by St. James's Place. Having studied the historic growth of my existing plan and the potential growth and ...
David reviewed my current protection provision and put forward a straightforward and easy to understand solution that protects both myself and my family moving forward. David both understands his industry and perhaps more importantly takes time to listen and understand his clients' needs.
I can't recommend David highly enough. He is extremely knowledgeable, and his advice and recommendations are always given in a down to earth, clear manner with a no pressure approach. I honestly can't fault the service I have received from David and this, coupled with the fact that he is very lik...
My experience with David has been excellent. Anything I've not understood has been thoroughly explained to me, and any questions I've asked have always been responded to very swiftly which has given me greater confidence in making financial decisions. I would summarise my experience with David Jo...
Having known David for over 40 years, I have full confidence in knowing the clear and concise information he gives me will be in my best interests. My focus is retirement planning and, after discussion with David, I transferred an old workplace pension into an SJP Retirement Accou...
