Testimonials
Read some of the feedback received from clients.Over the years I have had to deal with financial advisers for my business life. Jason was the first advisor I used for my personal finances and I simply expected him to be the same as all the others. He isn’t. Jason blends a professional expertise with a personal interest. He has never pushed one...
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.
In the ever-changing world of financial investment strategies, Jason has always paid close attention to our individual and family needs and aspirations, aligning and adapting them to the best products in the marketplace. He listens carefully, has a personable and considered approach, continually ...
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.
We have been dealing with Jason and his colleagues at Berkley Square Private Clients for a good few years; they oversee our company and personal investments and pensions. I have always found Jason friendly, approachable and professional. He gives sensible, realistic advice and conducts reviews with ...
