Testimonials

Read some of the feedback received from clients.
Paul Ward
Paul’s explanation of investment was ideal for me. Initially it was overwhelming, but Paul took time to ensure I fully understood what my options were and explain what was best for me. His previous policing knowledge in understanding police pension was also invaluable. He was patient and wants to ma...
Angela Egmore | Retired
I met Paul through Nexus Networking, we became friends and over the last couple of years I have been working with Paul on my pension investment, I'm very pleased with the outcome. We meet regularly, and he is very clear in the way he explains all the details. I would have no problem introducing...
Rob Browring | Building & Refurbishment
Past performance is not indicative of future performance.
I just want to say how very pleased I have been with my investments since March 2020. Thank you for setting it all up for me and the continuing communication regarding investments and current updates. If you need any recommendations, please let me now.
Alison Beckett, Retired
An incredibly professional individual, Paul immediately put me at my ease and quickly identified my inexperience with wealth management. He clearly outlined my options and patiently answered my sometimes, very basic questions. For the first time I feel happy that I have a financial plan for the futu...
Lesley Bond, HR Business Partner, Norwich
Paul Ward's thorough knowledge of potential investment opportunities and his patience in conveying same has enabled me to reach a confident decision which I am entirely happy with. His approach is professional, considered and never pressured. I have been very impressed with St. James's Place service...
Lorelee Bramhall, Housewife, Colchester
I have no reservations recommending Paul Ward for his services, he was very professional, well informed and knowledgeable. He understood my circumstances and my desired solution and then clearly explained the impacts of this to me and ensuring I understood. He then laid out a plan to meet my require...
Mark Wicker, Managing Director, Colchester
Last year on retiring at 51, I was in a position for the first time of having money to invest, I was recommended St James's Place and Mr Paul Ward via a friend. I have found Paul both very approachable and informative thus being a first time investor. Paul's friendly manner and ability to explain al...
Mr M Felton, Retired, Sudbury
Paul made sufficient time to understand our current and future financial requirements, explaining clearly what he would do on our behalf. Paul presented various investment options and explained clearly and concisely the strengths and weaknesses of each, never putting any pressure on us to make decis...
Nick Francis, Retired, Kesgrave
Being new to investments I needed to have things explained to me in a way which I could understand. Paul did this and was able to answer any questions I had. It was also helpful that I have known him for many years and felt reassured that the advice he was giving me was in the best interests of me a...
Paul Marshall QPM, Education Associate, Bury St. Edmunds
Paul listens and takes all concerns seriously. He always puts my interests first and I felt comfortable discussing my financial matters. I would highly recommend using Paul to secure and grow your finances.
Private client, Tiptree
The value of an investment with St. James's Place is directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested.