Senior Partner Practice of St. James's Place Wealth Management
“I went to see Paul on a friends recommendation at a critical part of my life. Having just retired my finances needed a complete review. Paul explained in a clear and concise manner his recommendations to ensure that my lifestyle requirements could be fulfilled. The support from Paul and his Associates has been exemplary. I have no hesitation in recommending Paul to anyone. ”
Alan Wilkins, Retired, Birmingham
“We would recommend Simon to any client as we have found him to be very honest and helpful in every respect where it's needed and very upright and truthful.”
Name Supplied, Retired, Bromsgrove
“Simon Cartmell has always been courteous and helpful, explaining things clearly when I did not understand them and putting my interests first in providing good sound advice concerning my savings and my pension schemes. The support he has given me has at times been exceptional and I would have no hesitation in recommending him to others looking for similar guidance and advice.”
Paul Brodrick, Scriptwriter, Bromsgrove
“I have found Simon to be very prompt in contacting me and always willing to talk over any points which need to be classified as many times as is necessary. I would be very happy to recommend him.”
“The biggest factor for me is trust. Simon is someone I trust in giving me sound advice. He is humble, has a wealth of knowledge and resources he can call upon if he needs more detail. He is consistent, compassionate and understands my family and my own needs for now and the future. I would have no hesitation in recommending him to friends and family.”
“I have known Simon Cartmell a few years now, he has always given me sound and understanding advice on my investments - hence the reason for me following him to Provest Financial Solutions. I have found him to be honest and trustworthy and his help is second to none. I would not hesitate in recommending him.”
“Paul and his wonderful team have made the task of our financial planning simple, clear and effective. I was so pleased with their service I asked him to come and talk to all of my staff about planning for their future. Paul gives an excellent service which is fully supported by his friendly and professional team.”
Kate Manners, Managing Director of David Manners Ltd, Bromsgrove
“Paul Tracey and his team have always provided a professional and personable service. I have known Paul since 1997 and would not hesitate in recommending him to anyone.”
Mary McCann, Personal Assistant, Hagley
“I have worked with Paul for over 7 years and I am very impressed by the work he has done for me. Paul is trustworthy and always acts professionally. The level of service he provides is to a very high quality and this shows within his team to. I would have no problem recommending Paul. ”
Chadd Blunt, CEO Millenium Cargo, Birmingham
“Paul is very thorough, calm and collected in his approach. He is a great listener and took the time to understand me and my priorities before providing specific advice. He was very careful to offer me the right advice. Importantly, he made me look at all aspects of my finances and match this up with the lifestyle I wish to achieve, whilst also addressing specific areas that I wanted him to focus on. ”
Pardeep Mattu, Copywriter, Ascent Writing, West Bromwich
“Paul and his team's useful, helpful and friendly service, gives my wife and I the confidence to know we are getting the best return for our investments.”
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 the amount invested.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Provest Wealth Management is a trading name of Provest Financial Solutions LLP. Provest Financial Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC343605. Registered Office: Gainsborough House, 14 Burnett Road, Streetly, Sutton Coldfield, Birmingham, B74 3EJ. View the Members of Provest Financial Solutions LLP.