Associate Partner Practice of St. James's Place Wealth Management
“Paul has been extremely helpful advising me about my finances. He is very knowledgeable and takes time to explain the different options that are available and the most appropriate for my situation. He is very supportive and I am very pleased with the service he provides. I would definitely recommend Paul to other people.”
Helen Gough, Retired Physiotherapist, Exeter
“I have had the pleasure of working with Paul and Micky since they became my advisers. Micky is extremely speedy in following up my requests, contacting me and asking Paul to get in touch. She is a real asset. Paul is extremely friendly and helpful, advising me in a way that I can understand easily. I look forward to many years of their professional guidance in the future.”
Teacher (semi-retired), Sidmouth
“With the sound and professional advice we have had from Paul, our lives have changed for the better. We no longer have a mortgage, are able to make regular savings towards our pension pot, which prior to Paul's help we would not have been able to do. I would happily recommend Paul to anyone.”
“Paul has been involved in my finances for a couple of years now. He is easy to talk to and only a telephone call away. He has my interests at heart and takes the time to explain his advice. I have recommended to past colleagues and family members without hesitation.”
David Gatrell, Exeter
“Just to say thanks to Paul for all the work you have done for me with sorting out my pensions. You kept me updated all the way, whilst I tried your patience! Nothing was too much trouble, a first class, excellent service!”
Peter Gibbs, Director, Paignton
“I have known Paul for many years and he has always been understanding and put my interests first. At this moment, he is helping me towards my goal of early retirement by giving me sound and trustworthy advice. He is always there when I need him or have any questions or concerns. I would not hesitate in recommending him to anyone.”
David Newbury, Railway Guard, Exeter
“Paul has been looking after my finances for two years. He has always provided a personable, courteous service, taking time to get a full understanding of my circumstances. He then takes time to give detailed advice, explaining everything in detail. I have already recommended him to family.”
Angela Rice, Administrator, Newton Abbot
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
PC Financial Planning Ltd is registered in England and Wales, Number 11681850. Registered Office: C/O Bray Accountants, 21 Angel Hill, Tiverton, EX16 6PE, United Kingdom.