Testimonials
Read some of the feedback received from clients.Matthew Curzon clearly makes a real effort to do his best with the money, to keep appointments and to be helpful generally.
We have found Matt to be extremely personable and professional. He has taken time to find out our specific needs and requirements and found products that fit them well. He has explained everything clearly, using specific terms for my husband who has worked in the finance business and much easier ter...
Matthew is a hard-working, pragmatic and well-informed professional, for whom I have a high regard; not least since he is not pushy but takes a real interest in my needs in terms of financial planning. He is pleasant to deal with and an efficient administrator, with an excellent understanding of the...
A very pleasant young family professional.
Over the last three years Matthew has managed our main of investment portfolio. In this time we have seen good growth and have also received excellent advice on inheritance tax together with other relevant financial advice as and when needed. We would have no hesitation in recommending Matthew ...
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.
