Testimonials

How has Jonathan Barkey helped you since your last review?

Great advise as we are approaching retirement regarding our financial situation.

How has Jonathan Barkey helped you since your last review?

Jonathan helped me setup alternative platforms for additional investments. We talked through the various options and I am extremely happy with the options presented and any risks involved. The investments have been performing well.

How has Jonathan Barkey helped you since your last review?

Keeps us informed about our investment and visited us personally.

What were the circumstances that caused you to initially look for an adviser?

Long term asset growth

How has Jonathan Barkey helped you?

Jonathan has been excellent at getting to understand our financial situation and wishes, and has been very helpful at providing good solutions to help us achieve our goals.

Have you seen the outcome you were hoping for?

Yes, very much so, I've been very impressed with Jonathan.

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Jonathan Barkey helped you?

Sound advice, understanding and trustworthy.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Previous adviser had left the company and he recommended Mr Barkey in his place.

How has Jonathan Barkey helped you?

He has examined our portfolio of investments and patiently explained all the facets of these. He has explained everything clearly and patiently.

Have you seen the outcome you were hoping for?

We are still in the process of finalising some transactions but have seen an increase in our St James Place investments.

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Jonathan Barkey helped you?

Sound Advice. very supportive and approachable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Very pleased

What were the circumstances that caused you to initially look for an adviser?

Wanted advice about how to get the best retirement income.

How has Jonathan Barkey helped you?

He helped us to solidify what and how much to invest and gave us comfort knowing our retirement will be well funded.

Have you seen the outcome you were hoping for?

Too early for outcome but happy with our plan.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

We've been with St James Place for a number of years and had regular meetings with the advisers right from the out-set. The advice has always been good and we are on a sound financial footing.

How has Jonathan Barkey helped you?

Jonathan was well presented, well mannered, efficient, concise and gave an excellent presentation of our financial situation with different scenarios. This was followed up with sound advice, which we followed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, my wife & I were extremely happy