Testimonials
Here are some of our recent testimonials from clients. We are extremely proud of our work with existing clients and happy to help you with any financial queries you may have .
We take the time to get to know you and spend the time to figure out if we are a good fit with your needs, and we help you reach your goals by building a solid financial plan with tailored advice just for you.
Here is what our clients have to say about us...
I have dealt with Richard for many years. I have received good advice through some difficult investment times, and I have a great amount of trust in Richard to manage my financial affairs.
Richard has been most impressive in the way he has sorted and reorganised our finances. He has been highly approachable and responsive and got things done decisively, quickly and without fuss. He managed to achieve in a matter of weeks outcomes that would have taken us months – and he found much better solutions than we had considered.
I would recommend him without the slightest hesitation.
Richard has advised us for many years, and he has always put our interests first. His advice has been consistently sound and trustworthy and he continues to work very efficiently for us.
When we were considering selling the farm, Richard provided comprehensive information and access to other specialist advisors that we needed to take on board.
The ongoing service of Oundle Wealth Management continues to meet our requirements for future investment planning.
Richard has been our financial advisor for some years now and has always been very approachable and efficient in our dealings with him. We feel you need complete confidence in the person handling your money and the advice given, and we feel we have this in Richard and St. James’s Place. We contacted him recently and he gave us reassurance and sound advice, which helped us considerably during a difficult relocation.
Richard has provided appropriate, well researched financial advice to us in a clear and unambiguous manner and I would recommend his services to others without hesitation.
We are pleased with Richards’ visits, he has tailor made a project for us and we always like the fact that he advises us with regard to risk and tax. We are pleased with the clear information he gives us each visit.
Would you like to know more?
Please call our team on 01832 279170 to arrange a meeting or complete our contact us form and we’ll come back to you as soon as we can.
