Partner Practice of St. James's Place Wealth Management
“James has been extremely helpful in organising my financial affairs. He has explained everything fully so I could make some important life decisions. His advice has allowed me to retire 18 months earlier than planned to have more time with my family. James put me at ease straight away and was very approachable; I would recommend him to anyone needing financial advice.”
“I am very grateful for James Booth's unfailing considered sound and sensitive financial advice at a very difficult time. I not only felt that I was safely guided but was also empowered throughout the process. James careful guidance, considerable time giving and efficient responses steered me towards a successful conclusion for which I am very grateful. I was also extremely happy to receive friendly, courteous and kind treatment from supporting office colleagues and reception staff which all made an enormous difference to me. I wholeheartedly recommend James Booth and staff with complete confidence. ”
Abigail Townsend, Artist, Bentham
“The advice and guidance provided by James Booth at Prudent Financial Planning has enabled us to make a smooth transition from selling our business, managing our retirement and improving our investments for the future. We have already recommended his services to other friends and know they too value the practical and assured advice they are receiving. ”
Anonymous, Retired, Lancaster
The value of a pension 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 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Prudent Financial Planning Advice Ltd is registered in England and Wales, Number 05417552. Registered Office: 9 Dalton Square, Lancaster , LA1 1WD.