Senior Partner Practice of St. James's Place Wealth Management
“Andrew and the team at RBA have helped to transform our finances over the last ten years. They have provided clear support and direction for us to make great decisions. They have pulled together a lot of complicated information that I provided and made great sense of it all. Friendly, approachable and proactive, they clearly have our best interests at heart. I wholeheartedly recommend Andrew and the team at RBA.”
R.L. Burge, General Manager, Uttoxeter
“I feel I have a wonderful relationship with Sarah Edwards. Sarah takes the time to truly understand my financial objectives both short and long term. She is extremely personable and provides outstanding service going above and beyond. Sarah cuts through the complexities of the options to allow me to fully understand the choices available to me with my investments. I will continue to advocate Sarah to friends and family.”
Donna Coupland, Director, Derby
“Sarah has taken time to understand the whole families financial needs and her knowledge has ensured we have the best investments to suit those needs. The service and support has been excellent and I would recommend her to anyone requiring financial advice and services.”
W J Hodgkinson, Self Employed Gardener, Derby
“Andrew Hackney and his colleagues have managed my wife’s and my financial matters for many years. We have been delighted with the service we have received. We have total confidence in their recommendations and have substantially benefited from their advice. We have been helped in matters relating to the home, mortgage, investments, pensions and retirement. We would recommend the RBA Wealth Management Team in Uttoxeter to colleagues and friends without any hesitation.”
Professor W Lenney, Professor of Children’s Respiratory Health, Wybunbury, Cheshire
“We have been clients of RBA for a period of more than 10 years. During this time we have enjoyed an exceedingly good relationship. The partners have always taken the time to fully understand our specific requirements. We have found that the personalised but professional service from RBA combined with comprehensive support and expertise from St. James’s Place has served us extremely well over the years, with eminently satisfactory results.”
Oliver Lewy, Engineering Projects Director, Stafford
“We met David Booth at the height of the economic storm of 2008. We were retiring and our faith in the financial services sector was shattered. Fortunately David proved an excellent listener and a master in finding ways of balancing conflicting family and financial objectives. Thanks to him we and our two sons are now operating within financial structures that are serving our joint and individual needs well.”
Percival Roy Dart, Retired part time consultant, Stafford
“I have enjoyed an excellent relationship with RBA Wealth Management for many years and have entrusted them with my family’s investments and financial advice. Angela Fountain has shown my wife Sheila and I much care and consideration and is always on hand to offer support and help. I have recommended RBA, and in particular Angela to many of my friends, family and work colleagues and I would not hesitate to recommend RBA in the future.”
Ken Fletcher, Consultant Engineer, Derby
“It is over 25 years since we were introduced to St. James’s Place Wealth Management through a friend of my son. Angela Fountain succeeded the previous adviser approximately 12 years ago. In all that time we have received helpful advice on all aspects of our investments. Angela has explained thoroughly any concerns or questions we had and helped us to understand.”
Mavis Woodcock, Housewife, Sheffield
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
RBA Wealth Management Ltd is registered in England and Wales, Number 06533050. Registered Office: Charles House, 23 High Street, Uttoxeter, Staffordshire, ST14 7HN.