Associate Partner Practice of St. James's Place Wealth Management
“Robin's patience and persistence have paid off and we are now well advanced with Inheritance Tax planning. The initial measures (Whole of Life policies) should deal with approximately half of the cruellest of all taxes, on current numbers. A bitter-sweet remedy, but the maths made it a no-brainer and Robin will be working with us to further mitigate the liability of the estate by looking at some of the other tools in the St. James's Place armoury. If you've been putting off Inheritance Tax planning for as long as I have, it's definitely time to give Robin at Oakridge Wealth Management a call.”
Geoff Iles - September 2019
“Apart from his obvious professional skills and in-depth knowledge, Robin is a man of integrity and the patience of a saint. It's very easy to do business with him and with St. James's Place's amazing backup, we are confident that our investment is safe and sound. ”
Geoff Iles, Director, Bristol
“I worked closely with Robin as a client of mine in the hospitality sector, he was a demanding client because his standards were so high and he made me work hard to provide good business solutions that would deliver an exceptional experience to his customers. So when our roles were reversed and he started with St. James's Place I knew that he would always be doing his best to get me the best result that I could from my modest investments and give me a service that I could trust. In the relatively short time that he has been handling my investments the results are significantly better than I had been achieving from my previous adviser. ”
Simon Hall, Designer, Bristol
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 you invested.
Past performance is not indicative of future performance.
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.