We approached St. James’s Place on relocation to the UK after many years as expatriates. They assisted with advice on restructuring our income and investments; and now, after several years with them, the result is a most satisfactory and tax-effective solution. Further advice on preparing for the future in many different ways has been invaluable. We are kept in the picture regularly and always look forward to our annual review visit from our St. James’s Place Partner. The result of linking up with St. James’s Place has been peace of mind and confidence to face the future.
Jo Calver has been hugely knowledgeable and supportive to providing me with financial planning advice and selected brilliant opportunities to invest in. I would not wish to deal with anyone other than Jo for the ease, discretion and flexibility she provides.
In 2009 I was lucky enough to meet Steve Calver who helped to extricate me from a previous ill-advised bank portfolios. His knowledge and skill in recovering those losses and rebuilding my assets in a difficult financial climate was quite outstanding. Since then his perceptive and good-humoured advice, combined with his lively interest in my retirement activities ie; photographing equestrian sports, make his regular visits a pleasure. A good man to have on your side!
Jo has now advised my husband and I on everything. Not only has she provided an excellent and discrete service in the comfort of our own home, but she has also saved us money and significantly improved our pension investments. Going forward, there is no one else I would trust with our affairs, and I would highly recommend the service provided.