Partner Practice of St. James's Place Wealth Management
“I have been impressed with Alex and his co-workers and I have already recommended St. James's Place on that basis to several colleagues. I have sounded out several companies in my sphere (medical professional) and no one has been as knowledgeable and professional.”
Daniel Redfern, Medical Practitioner, Lancaster
“My wife and myself have been clients of Alex for a number of years and he has always had our best interests at heart. Both by wife and myself would not hesitate to recommend him to anyone.”
Dennis James Leach, Retired, Ashton Makerfield
“We are very happy with the service we have received from Alex and delighted with how well our investments are performing. We would not hesitate in recommending Alex to anyone.”
Peter & Pauline Brannan, Retired, Wigan
“Alex is always ready to visit. His clarity and explanations to one who knows nothing about finance are exceptional. From being confused before a visit, to knowing exactly what's going on after is worthy of praise of the highest order. I would recommend him to anyone.”
“Alex is pleasant and approachable. He arranged a home visit at our convenience and took time to fully explain our options and discuss any queries specific to ourselves, e.g. will making. Alex keeps us updated with regular emails and we feel reassured that he is easily accessible if we need to contact him. We would not hesitate to recommend his services.”
“I have know Alex since I first retired 3 years ago. Not having invested in the past, I found that Alex was extremely helpful and explains in great detail the otherwise complex subject of different types of investment. Alex is always on hand to give advice whether by phone, email or in person. He is very easy to speak to any has made me feel very comfortable. I believe his judgement and knowledge of finance to be excellent and I shall be happy for him to continue looking after my investments.”
Lynne Waddington, Retired
“For several years we have received outstanding service from a very professional and trustworthy person. We feel that our interests have always come first and that any advice given has been sound. He will go the extra mile to ensure that you are happy and understand the advice given before you invest. My wife and I would not hesitate in recommending him to anyone.”
T.E. Ormesher, Company Director, Wigan
“The relationship between a client and a financial adviser has to be based on a mutual trust and respect. Alex has always given us a sense of being in capable hands, most important when we are organising the long term financial security of our loved ones. He is also very personable and it has always been a pleasure to meet him. We would recommend him unreservedly.”
Keith Davies, Retired Bookmaker, Wigan
“He always gives useful and sound advice with no pressure, which makes us feel at ease. His manner and attitude towards us is always exceptional and we have recommended him to many other people.”
Elizabeth Connah, Nursing Sister, Bolton
“Having been awarded a considerable pension and now knowing what to do with it, I have found Alex's friendly but professional approach extremely reassuring. He has taken 'on board' my thoughts and requirements and given considered advice with several options. I would have no hesitation in recommending Alex's services to anyone else.”
Elizabeth Stevens, Gardener, Preston
“Alex Wotherspoon has always looked after my interests when discussing financial matters and I believe him to be a very trustworthy and honorable man who gives sound advice and excellent support. I would not be afraid of recommending him to any of my colleagues or friends.”
“Alex has always advised me about my interests and given good and sound advice. He is only a phone call away when needed. I would recommend him to anyone in a professional manner.”
Susan E Cooke, Retired, Hindley Green Wigan
“We have always felt comfortable dealing with Alex. He has always put our interests first and given us trustworthy advice. The service and attention given has always been exceptional. We would not hesitate to recommend him to anyone.”
Les Robinson Dip FA, Funeral Director, Wigan
“Alex has always listened to our needs, understood and advised accordingly. He has always put our interests first. It is a pleasure meeting with him and enjoying the personal touch he offers.”
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.
The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
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.
ARW Wealth Management Ltd is registered in England and Wales, Number 8013491. Registered Office: 1 Primrose Cottage, Dawbers Lane, Euxton, Chorley, PR7 6EL.