Berkley Square Private Clients
Senior Partner Practice of St. James's Place Wealth Management
“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 adds value to our portfolio and in the seven years he has been working with us has consistently produced great results. Many thanks to you and to the helpful and friendly team you have around you.”
“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 solution over another but has advised objectively. Finance is not my expertise so I have always appreciated the way Jason has explained things – and although I may be small in comparison to other clients I have always appreciated the time he has provided. Of course, the healthy return on investments helps! I have recommended Jason to many friends and family and will continue to do so.”
“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 us on a regular basis. We have confidence in Jason’s vision and often seek his opinion.”
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.
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.
Berkley Square Private Clients is a trading name of Berkley Square Private Clients Ltd. Berkley Square Private Clients Ltd is registered in England and Wales, Number 06416774. Registered Office: 65 St Mary Street, Chippenham, Wiltshire, SN15 3JF.