Partner Practice of St. James's Place Wealth Management
“Chris worked tirelessly to consolidate my various pension funds into a single, more secure and more profitable holding. There were many challenges during this complex exercise but through his determination to succeed he has managed to pull everything together. I look forward to working with Chris going forward in the knowledge that I have the right person in place to provide the service that I require.”
Anthony Ash, Director, Llandevaud
“Chris has been great to work with. He is approachable, knowledgeable and makes a real effort to understand my particular financial circumstances and needs. I'd recommend him without hesitation.”
Jonathan Hope, Director - Bath
“Chris provides easy to understand client focused advice, he is extremely responsive and is very personable. I have been satisfied with the performance of my portfolio over the past several years.”
Nathaniel Lane, Solicitor - London
“Mel has been advising me on my financial affairs for the past 7 years. He has always been thoughtful and insightful with regard to my needs. Hi s investment suggestions have been sensible and fair. I think of Mel as much as a friend and a business adviser who I can turn to for any number of matters, and be confident of his understanding. I fully expect Mel to figure in my personal and business financial needs for many years to come.”
Dr Andrew Martin, Dental Surgeon - Cowbridge
“Mel Davies has been my financial adviser for a number of years. He provides a personal, attentive service and I have found his advice to be reliable and trustworthy. I have and will continue to recommend him unreservedly to colleagues, family and friends.”
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.
SLD Wealth is a trading name of SLD Consulting Ltd. SLD Consulting Ltd is registered in England and Wales, Number 7574098. Registered Office: 59 Severn Grove, Pontcanna, Cardiff, CF11 9EP.