Testimonials
Read some of the feedback received from clients.Without the help of Sammi and the team I would have not been able to buy my first home at 23. Sammi assisted me in making smart decisions about the different investment options which were best for me. She took the time to explain the benefits and limitations of all the options in a way that I und...
Past performance is not indicative of future performance. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.
“I would not hesitate to recommend Samantha Bradshaw. Her advice and support have been excellent. I have valued her sound knowledge and direct, yet empathetic approach. Sam has always made time to inform us and we have quickly formed a trusting professional relationship. The service has always been ...
“Samantha Bradshaw has been my adviser for a few years now. She is the ultimate professional and my faith in her and St. James's Place is such that I have recommended her to a friend who is on the verge of retiring and he too has committed to St. James's Place and Mrs Bradshaw.”
“Sammi provides me with up-to-date, specialist, and to-the-point advice that I can then rely on to design my investment strategy. She clearly understands my priorities and goals and keeps a watchful eye on the performance of my investments as well as new opportunities that may be suitable to my part...
“Every time Sammi and I catch up, I feel that she takes my investments really seriously; as if it was her own money and investment. Sammi is lovely and the service her and the team provide is tailored and personal. What really make it for me is the interest she takes in me and my family who I think ...
I have been with Filsell Wealth since 2017 and since then have been thoroughly looked after. The relationship I have built with them in controlling my pension pot has been excellent.
Recently with the change in interest rates I have been in the fortunate position to be able to adapt my ori...
We wanted to thank Claire so much for her advice. What a difference her visit made and we are now happier with the whole pension thing. You are a credit to your profession and a lovely person too! Many thanks Neil & Wanda Charles.
