Testimonials
Read some of the feedback received from clients.I recently asked Simon Baldwin to take over from my previous Financial Adviser, who I had been with for over 20 years. I am pleased to say that the whole transaction has passed over very smoothly. Simon has looked after me in a very professional manner and he has taken considerable time and effort t...
Simon has advised my wife and myself for some five years. He has been careful to assess our needs and to invest in what is appropriate for us. We have been very pleased with the results. His service is accessible, friendly and greatly helped by the annual review of what we have and need. We have nev...
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.
I first met Simon at a weekly networking session some 3/4 years ago. After getting to know Simon at the above I decided my pension fund needed better management and placed the business with him and have been with him for this and financial advice since. Simon over saw the initial reinvestment of ...
Past performance is not indicative of future performance.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and, along with Trusts, is not regulated by the Financial Conduct Authority.
I have recently been working more with Simon Baldwin to help my clients with financial planning and tax saving. Simon is very professional and knowledgeable in his field I have had very good feedback from my clients. This extends the reputation of my firm and it is a privilege to work with Simo...
