Testimonials

Read some of the feedback received from clients.
Nearing retirement, we found it difficult to get good financial advice. Robin has solved this problem. He is knowledgeable, dependable, realistic and always friendly. His expertise has become key to our ongoing financial planning.
David Pope | Retired, St Austell, Cornwall

Robin's patience and persistence have paid off and we are now well advanced with Inheritance Tax planning. The initial measures (Whole of Life policies) should deal with approximately half of the cruellest of all taxes, on current numbers. A bitter-sweet remedy, but the maths made it a no-brainer...

Geoff Iles

I worked closely with Robin as a client of mine in the hospitality sector, he was a demanding client because his standards were so high and he made me work hard to provide good business solutions that would deliver an exceptional experience to his customers. So when our roles were reversed and he...

Simon Hall | Designer, Bristol

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

Past performance is not indicative of future performance.

Apart from his obvious professional skills and in-depth knowledge, Robin is a man of integrity and the patience of a saint. It's very easy to do business with him and with St. James's Place's amazing backup, we are confident that our investment is safe and sound.

Geoff Iles | Director, Bristol

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.