Mrs Lorraine Maxwell is a very special professional lady who is prompt in answering any queries of financial matters that I might have with the minimum fuss of concern. A quality very rare these days. She is very conscientious and caring towards her clients. I thank you.

Having built up a comfortable relationship with a previous financial adviser, when he left the business we were introduced to Oliver. As we were planning our retirement we were quire nervous to be introduced to someone new. However, these concerns were soon put to rest after our first meeting with O...

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I cannot express how comfortable I have felt in my dealings with Paul at a time when I have needed his advice the most. He has shown great understanding and expert knowledge. His approach has always been very professional and advice given in a very human manner. I have appreciated his advice over ma...

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Following my Father's bereavement, which was unexpected and came in the middle of a series of new investments being arranged, Paul and the team went out of their way to simplify the whole procedure related to preparing the necessary paperwork for our solicitor. Their sensitivity and efficiency made ...

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Paul Kingston has done a great job in evolving our 'hotchpotch' of investments into a simple, structured, tax efficient portfolio. His understanding of our personal position, and explanations of rationale for changes were user friendly and inspired confidence. Finally he and his team ensured all agr...

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The reassurance Paul gives me is invaluable. I completely trust his advice and it has proven to be sound over the last eight years. I know exactly where I am with my financial situation due to his clear and concise updates. I would most definitely recommend him to anyone.

thank you for the in-depth work that you have completed, a great example of why an investor would work with Delta/St. James's Place.

From the outset Mr Oliver Daines is a bright young man who will go far in the financial world. His calm guidance and thorough advice in discussing my financial needs left a strong impression on me of trust, confidence and reassurance that my investments are safe with St. James's Place Wealth Managem...

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Mrs Lorraine Maxwell is a very special professional lady who is prompt in answering any queries of financial matters that I might have with the minimum fuss of concern. A quality very rare these days. She is very conscientious and caring towards her clients. I thank you.