After I became a widow in April 2015 and having to re-organise my finances for future years, I found Julian Spencer very attentive to my requirements and putting my interests first. I valued immensely his sound and trustworthy recommendations, his support and efficiently dealing with the matter...
I needed help and a close friend recommended Julian from St. James's Place. I explained what I would like to be able to achieve with my pension. With Julian's help and advice I am now in a much better financial situation. I would not hesitate to recommend Julian and St. James's Place. The servi...
For many years my finances were managed by Paul Fairbrother and when I needed advice recently I met Julian Spencer who has now taken over from Paul. Julian was extremely helpful and patient in helping me to understand the necessary processes. My son, Geoff was included in all our communications...
In the time that we have known Julian he has worked really hard to give us sound and trustworthy advice to get our finances in order. He has been like a breath of fresh air with his advice and has been a pleasure to have him come into our home. We would not hesitate to recommend him to anyone.
Julian responded quickly to my query and was able to update me on a bond. He advised on another investment and suggested funds compatible with my risk profile. This was smoothly arranged.
We have know Julian Spencer for a number of years, initially when he advised my parents and more recently providing us and other family members with advice. We have always felt Julian has acted in our best interests while guiding and supporting us, ensuring we are confident in the decisions we ...