Testimonials

Read some of the feedback received from clients.
I have been working with Adam since 2009 and I have found him to be a very professional financial adviser. He has consistently come up with innovative ideas to boost my pension fund and assist my business. I would highly recommend him.
Colin Spencer | Spencer Accounting, Finance Director
Adam provides financial advice and clear strategic direction for our business that you would not experience from an employee of a retail bank. When times were particularly hard and the options were limited, Adam came to the rescue with a creative solution to a common problem for most new businesses ...
Jonathan Coulson | Managing Director, St. Albans
I have known Alex (Stavri) for many a year, both prior to joining St James Place as well as now, and have trusted Alex to manage my financial affairs at all times. Alex gets to know his clients, he seeks to find out his clients’ short, medium and long term aspirations so that he can best plan to mee...
Andrew Nicholson | Retired Financial Director, Ripon
Alex has been my advisor for over a decade- along the entire journey of establishing, building, exiting a business and managing my financial wellbeing for now and in the future. His advice and network has always provided innovative and accurate solutions. Approachable and relaxed but with an eye on ...
David Hayward | Entrepreneur, Beccles
Adam was recommended to me by an accountant over 4 years ago. He has advised me on my family and business with all financial matters for now and in the future. He is trusted, quick to respond and explains matters in an easy to understand way. I have recommended Adam to my closest family and wouldn’t...
S. Davidson | Designer, Cheltenham

Trust in your professional advisors for your financial affairs is critical and we feel Adam puts our best interests and security as his priority.

We see Adam as a businessperson who can understand the way other businesspeople work so ideas align. He is very open to listening to ideas but n...

Nigel Ashman | East Garston
I have worked personally and commercially with Adam and the practice since 2015, they are always there when we need them, and they offer friendly, bespoke financial advice- leveraging their individual skill sets whenever needed. We have introduced them as trusted advisors to friends and clients alik...
Chris O’Riordan | Managing Director, Firestarter Business Solutions, Cheltenham

Adam and Alex have an exceptional way of translating ideas and implementing financial plans for the Owner Director, often with complex financial affairs.

At GHJ we work with ambitious, growing businesses to realise their ‘Future Perfect’. We could not hesitate recommending Newman Langley t...

Guy Harris | COO, Cheltenham
Adam changed our lives when reviewing and advising us on our phased retirement plans. We have recommended he speak to numerous family and friends. He understands our family and financial circumstances intimately. He tailors his advice to our needs as they change over time and we know we have be...
Darren Sharpe | Project Manager, Cheltenham

Adam has been looking after my pensions for more than eight years now. When he began, I had multiple pension pots in different places, all underperforming through a lack of management. Adam explained the risk options and how different investments could perform and we chose a portfolio that repres...

Toby Aiken | Gloucester

Past performance is not indicative of future performance.

 

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.