Partner Practice of St. James's Place Wealth Management
“Adam is always approachable and patient. He responds quickly to emails and is willing to meet whenever necessary. His clear explanations of financial matters have been extremely useful”
Name Supplied, Teacher, Benfleet
“Adam helped me through the process of drawing down my pension this year. His explanations were clear. He is always prompt and responds quickly, as do the ladies in the office. I would recommend him if the need arose.”
Name Supplied, Sales Clerk, Romford
“Adam was our IFA prior to him joining St. James's Place, and we were more than happy to remain a client. He is never “pushy” and we trust him to give the best current advice he can pertaining to our personal situation at any given time.”
B & D Brady, Benfleet
“Jacqui always takes the time to understand my needs, listens to my views and identifies solutions tailored to them. I wouldn’t hesitate to recommend her.”
“Jacqui has been very helpful with my pension options and explaining the benefits of ISA’s versus topping up pensions. I can call her with a quick question or arrange a visit anytime. Jacqui always gives the best possible advice. I would not hesitate in recommending her to anyone.”
Gina Blundell, Business Owner
“It’s great to have someone that I can trust to provide me with honest advice. I have complete confidence in Jacqui and have never felt pressured into a decision.”
Lindsay Lock, Teaching Assistant, Shoeburyness
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief generally depends on individual circumstances.
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.
Anderson Gardner Financial Planning Limited is registered in England and Wales, Number 06675229. Registered Office: 10 Crouchmans Yard Business Centre, Poynters Lane, Great Wakering, Southend-on-Sea, Essex, SS3 9TS, England.