Testimonials
Read some of the feedback received from clients.Overall good service both for explaining and proposing products and solutions as well as understanding the clients ‘ needs and constraints. Expertise, reliable, available. You understand that it is a pre requisite to understand the clients’ needs ...
Steven and his team provide a thoroughly professional service at all times. He understands my needs and advises me specifically in the key areas that I ask for solutions.
Steven is extremely personable and has an in depth knowledge of Wealth management and the products St. James's Place o...
St. James's Place is very proactive and is always available for help and advice. Client focus team with a strong quality of service. Day to day management of my investments and account is in safe hand.
They provide a wide range of investment and insurance.
Steven has an extensive ...
It is my belief that Steve is a valuable member of the St. James's Place team, who has particular expertise in tax law and who listens to his clients' needs before putting a financial plan together.
I do believe that Steve is highly committed to his clients at St. James's Place and is ful...
The service offered by Steve and his team is second to none.
If I have business to discuss, a meeting is arranged quickly and often on my home ground.
Steve’s strengths are in his depth of knowledge, not only of world market conditions, but also about other situations like tax etc....
Steven and his team have provided timely advice, and have gone out of their way to make it easy for me to understand the choices I have. I value his counsel, and look forward to a continuing strong relationship.
Steven does not try to sell me products that I do not need, and, unusually, is...
Excellent and with a great deal of care to all my financial requirements.
I greatly appreciate the information provided in your regular reports, and the attention you pay to my access needs as a totally blind person.
Your attention to my requirements and ability to extract all the...
I have known Steve for 3 years and have found his services invaluable for my personal financial planning. What I like most is Steve's holistic approach, he makes a real effort to understand my overall financial picture and gives me advice on areas that I would not have thought of otherwise, for exam...
I have come to Steven Jerath and St. James's Place for no-nonsense financial planning suited to my individual needs. The service they provide is key in developing my portfolio and knowledge of investing.
As a wealth consultant Steven is excellent at explaining things in plain English as we...
The service that St. James's Place offer is higher tailored to the individual, provides regular the face to face interaction and is backed up with an incredible resource of knowledge and insight.
The St. James's Place Partnership is honest, friendly and above all instills trust at every l...
