Because Rebecca knows us so well, she guided us through the various options available with the result that my mother’s future is secure, she no longer worries about her situation and the rest of the family have total peace of mind knowing that she will be cared for without any concerns about future financial shortfall.
Rebecca has always dealt with us with complete professionalism but also with care and compassion in a way which leaves us feeling comfortable and secure.”
We and all the family members are enjoying the benefits of capital growth in well managed investments. We have introduced Rebecca to all our children who will benefit from her advice and asset management when we have passed on. This is a considerable comfort to us both now and for the future.
Becky has taken the time to understand all our family members and their needs and personal circumstances. This is a true caring service putting principle before profit in providing a long term relationship with her clients in the best traditions of the ethos of St. James's Place. We wish her every success in her career and express our grateful thanks for her service to us over the last decade.”
Whilst being so conscientious in her role as an adviser, her welcoming manner and friendliness quickly put you at ease, which meant business could be carried out comfortably and without reservation.
I would have no second thoughts, in recommending her to any of my associates.”
Investment options are discussed reflecting current market trends, this conscientious approach to her clients investments coupled with her many pleasing personal qualities is why I have recommended Rebecca to my friends and associates.”