We have worked with Adam Copsey for the past two years and would not hesitate to recommend him. He is friendly, professional, and always takes the time to explain things clearly. Adam is responsive, listens carefully to our goals, and tailors his advice to our needs. His recommendations are well ...

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Our St. James's Place Partner, Becky Furber has continued the excellent relationship we've had with SJP, commenced in 2007 with Alan Britain. We are confident in the advice and support provided, finding Becky extremely helpful and friendly.

Becky is friendly and professional, generous with her time and always client focused. I trust her to provide solid support to clients and would wholeheartedly recommend her to anyone who is considering seeking financial advice, either for the first time, or looking for a new long-term adviser.

Becky is extremely helpful and professional and has helped us sort our myriad of pensions which date back 40 years. Becky's hard work, advice and unwavering commitment to service has made us happy that our pensions are now actually working hard for us, and very well invested. Becky has made us feel ...

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Not just the evidence of good investment decisions but a really deep understanding of my ambitions (and fears!). A meeting with Mark is like a financial spring clean with added well-being benefits. I’m a fan.

A few years ago, I asked Nick to provide some pension advice and from there Nick has proved himself to be a trusted adviser in dealing with my personal finances. Future financial well-being is very important to me, and accepting financial advice requires a lot of trust and a very good relationship -...

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We first met Sean Clifford at an event in Shrewsbury when we were looking for mortgage advice to purchase our new home. Sean quickly put us at ease as he was able to explain all the different options and products that were available to us in a friendly but informative manner. We would not hesitate i...

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Steve was referred to us by our accountant. A number of years ago. We have been very happy with the services provided. Steve has proven to be both trustworthy and reliable. He has always provided knowledgeable expert advice and been very professional with both our personal and business finances...

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I have always trusted Nick Jones's advice, he explains everything to me in terms that I understand. I find it quite easy to talk to Nick about problems regarding retiring, as it's a very major decision to make. when I first met Nick, I found him easy to talk to without him pressuring me into anythin...

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Nick has provided an excellent service when guiding us through our long term financial planning. His high level, professional approach without pressure allows us both to make the right decisions at our own pace. We now have a clear investment strategy with the peace of mind that we have both Nick Jo...

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Adam is incredibly knowledgeable and we have already benefited greatly from his advice. He takes time to really understand our circumstances and our needs, and is happy to clearly explain or answer our questions. The support and service he provides is excellent. I would absolutely recommend him.

Really happy with the service I am receiving, so much I have passed the contact onto my Daughter to have her private pension sorted out. The advice I receive is backed up by pure facts and find it easy trust in this company. I have a great relationship with my financial adviser too so a win win s...

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Adam has been a fantastic support with our finances. He has given us honest and trustworthy advice and helped us to understand what we need to do to in order to achieve our monetary aims. He is extremely knowledgeable and explains things clearly making even difficult topics very easy to understan...

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Rebecca Furber has helped and advised me on my investments over many years. She is completely honest and also a true friend to me. I would also recommend her to my friends and others. 

I believe that my Wealth Manager at SJP is focussed on ensuring the best yield possible for my portfolio. My review meetings are engaging, educational and informative. I trust the advice he provides and find the support to manage my investments very reassuring.

Face to face, Adam enquires about future plans and ambitions moving forward and advises accordingly. Support is just a text or call away. 

Adam Copsey is a credit to the SJP organisation. Adam’s friendly, easy approach to meetings makes dealing with the complex business world a lot easier. The advice is always presented in a clear and understandable way. We would have no hesitation in recommending Adam to anyone.