Senior Partner Practice of St. James's Place Wealth Management
Read some of the testimonials that we have received from like-minded individuals.
“Soon after Mum entered a care home, we met with Axis to discuss the funding options available to cover her costs. Having indicated the likely options, Axis proceeded to price these options. We took 4 months to reach our decision – throughout that time, they were available to advise and never were we pressured to reach our decision. We would recommend them to anyone.”
Mr K. Mansfield, Retired Accountant, Fleet
“I really just wanted to say thank you so much for all your help and kindness, firstly when my aunt was initially in Sunrise, and then since her death. It was a big responsibility for me having Power of Attorney over her finances and I was very grateful to be able to discuss things with you with regard to ensuring that she would be cared for until her death. Your patience and good humour were greatly appreciated. Also, I want to thank you for your help with the Grant of Probate – I’m sure you could have done without me pestering you with questions but I have to say that I’m glad I took your advice. With many thanks and best wishes.”
Mrs B. Evans, Cardiff
“I took advice in an area of financial matters with which I was totally unfamiliar. I have been most impressed by the care, the courtesy and the detail that Axis went into so that they could be absolutely assured that I had all the information necessary in order to come to a properly informed decision about how to proceed. I would recommend their services without reservation.”
The Partner Practice is an Appointed Representative of and 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/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Axis Financial Planning Limited is registered in England and Wales, Number 03816687. Registered Office: Hargam House, 40 Sandhurst Road, Wokingham, Berkshire, RG40 3JD.