Our Practice Approach
No two clients are the same which is why we look at every financial plan, pre and post-retirement solution and asset management differently. We understand that the lifestyle dynamics of all of our clients vary ensuring your service and products are tailored to you and you only.Testimonials
Jonathan Finlay has been my Financial Adviser for the past three years. Jonathan's advice and professionalism have been, and continue to be, outstanding. He has advised and assisted me in a trustworthy manner ensuring the right spread of investments have been selected to provide for my future nee...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
He was readily accessible throughout the initial stages of registration and this personal approach has continued in the years since. The advice given was not only professional and easy to understand but has delivered exceptional results year on year. I have no hesitation in recommending the servi...
Past performance is not indicative of future performance.
I was recommended to Jonathan Finlay of Finlay Wealth Management LLP in the autumn of 2011. I was told that he was the leading expert in financial planning, that he was at the top of his field and that he would put his client's interests first. This was not wrong as he proved to be all of the abo...
Jonathan has a unique ability to focus on what is important for a client. From our first meeting he was able to give me good advice on the best course of action to take in the management of my financial resources. Our meetings have been very useful and extremely productive.
I have certainly found Jonathan, Susan and all the staff to be professional, helpful, understanding and considerate of my needs, giving sound advice.
From my very first meeting, Jonathan's advice and guidance has always been excellent and insightful. He understands what my priorities and concerns are and I leave every meeting with a confidence about the decisions that he has helped me make and I would not hesitate in recommending him to anyone...
The service Jonathan provides is invaluable to me, I would be lost without him. Everything is explained in simple terms and I am always confident he has my best interests at heart. After each meeting, I have a clear idea of my financial priorities and how I am moving towards reaching these goals....
Jonathan is always on hand to assist me when I need him. I trust his advice and appreciate him keeping in contact to ensure I am happy with my investments. He explains things clearly and I would not hesitate in recommending him to friends and family.
Jonathan has been advising me now for several years and I have always found him to be efficient, approachable and reliable. He has always delivered sound advice in a knowledgeable manner which didn’t require an honours degree in economics to understand and this has been proven with the resultant ...
Past performance is not indicative of future performance.
I, and my clients, have been using Jonathan's services for several years now and we are delighted with the advice and service provided by Jonathan and his team during this time.
Jonathan Finlay has been my Financial Adviser for the past three years. Jonathan's advice and professionalism have been, and continue to be, outstanding. He has advised and assisted me in a trustworthy manner ensuring the right spread of investments have been selected to provide for my future nee...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
He was readily accessible throughout the initial stages of registration and this personal approach has continued in the years since. The advice given was not only professional and easy to understand but has delivered exceptional results year on year. I have no hesitation in recommending the servi...
Past performance is not indicative of future performance.
I was recommended to Jonathan Finlay of Finlay Wealth Management LLP in the autumn of 2011. I was told that he was the leading expert in financial planning, that he was at the top of his field and that he would put his client's interests first. This was not wrong as he proved to be all of the abo...
Jonathan has a unique ability to focus on what is important for a client. From our first meeting he was able to give me good advice on the best course of action to take in the management of my financial resources. Our meetings have been very useful and extremely productive.
I have certainly found Jonathan, Susan and all the staff to be professional, helpful, understanding and considerate of my needs, giving sound advice.
From my very first meeting, Jonathan's advice and guidance has always been excellent and insightful. He understands what my priorities and concerns are and I leave every meeting with a confidence about the decisions that he has helped me make and I would not hesitate in recommending him to anyone...
The service Jonathan provides is invaluable to me, I would be lost without him. Everything is explained in simple terms and I am always confident he has my best interests at heart. After each meeting, I have a clear idea of my financial priorities and how I am moving towards reaching these goals....
Jonathan is always on hand to assist me when I need him. I trust his advice and appreciate him keeping in contact to ensure I am happy with my investments. He explains things clearly and I would not hesitate in recommending him to friends and family.
Jonathan has been advising me now for several years and I have always found him to be efficient, approachable and reliable. He has always delivered sound advice in a knowledgeable manner which didn’t require an honours degree in economics to understand and this has been proven with the resultant ...
Past performance is not indicative of future performance.
I, and my clients, have been using Jonathan's services for several years now and we are delighted with the advice and service provided by Jonathan and his team during this time.
Jonathan Finlay has been my Financial Adviser for the past three years. Jonathan's advice and professionalism have been, and continue to be, outstanding. He has advised and assisted me in a trustworthy manner ensuring the right spread of investments have been selected to provide for my future nee...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
