Testimonials

Read some of the feedback received from clients.

Very professional, but a very pleasant personality. Always a pleasure to deal with.

Private Client

I’m very happy with the service that Julian provides – always helpful without being pushy, very sensible recommendations and able to draw on advisers within St. James's Place or affiliates for advice/help on all aspects of personal finance. Everything is executed in a timely fashion and made conv...

Private Client

I have received excellent service from Julian for over 20 years. He has been a real help to my family and I, and a very pleasant man to deal with.

Private Client

Julian is a pleasure to work with and offers timely and professional advice which helps in reaching decisions.

Private Client

Having dealt with Julian now for over 20 years, I have come to trust him implicitly with our affairs and am happy to recommend him to others.

Private Client

Very high quality, reliable, respectful service.

Private Client

Julian is competent and diligent. He demonstrates that he has thought about the issue and, as a result, inspires confidence.

Private Client

I always find Julian helpful, responsive and accessible. He is very pleasant to deal with and always provides the information I need.

Private Client

Julian is a priceless support to us and we respect his advice and judgement hugely. He is also a thoroughly pleasant man.

Private Client

I have never been anything but happy with the service Julian provides!

Private Client

I have had a number of financial advisors over the years. Julian has stood out above the others. His comments have been fair, suitable and tailored to the risks I am prepared to take.

Private Client