Transforming your event, transforming your memories
At St. James's Place, we believe financial planning is a collaborative journey, built on trust, integrity, and expertise. Our team of experienced advisors work alongside you to understand your unique goals and aspirations, crafting a tailored financial plan that aligns perfectly with your life stages and aspirations.
Our Approach
Every financial decision holds significance, whether planning for retirement, securing your future, or navigating complex financial situations. Our team takes a holistic approach to wealth management, considering your financial goals, risk tolerance, and personal values.
Our Services
We offer a comprehensive range of services to meet your diverse financial needs, including:
Wealth planning
- Goal setting and financial planning
- Investment portfolio management
- Retirement planning and analysis
- Inheritance and estate planning
Tax planning
- Tax compliance reviews and strategies
- Capital gains tax planning
- Inheritance tax planning
Protection planning
- Life insurance review and planning
- Critical illness planning
- Income protection planning
Corporate services
- Business succession planning
- Employee benefits consulting
- Retirement plan consulting
Building Lasting Relationships
We pride ourselves on building strong, lasting relationships with our clients. We take the time to understand your individual needs, preferences, and aspirations. Our dedicated team is committed to open communication, regular reviews, and proactive guidance every step of the way.
Client Testimonials
"Jenny Manders has always given me good, honest, and trustworthy advice. The standard of service and care are outstanding and I would recommend her to my friends and colleagues." - Susan Greaves, Retired Nurse
"I have and will continue to recommend Jenny to other clients. Her advice has been invaluable and has given me peace of mind regarding my finances." - Alison Huxtable, Registered Osteopath
Our Commitment
At St. James's Place, we are dedicated to exceeding your expectations and providing exceptional client service. We are committed to:
- Professionalism and Integrity: We adhere to the highest ethical standards and maintain confidentiality.
- Transparency and Communication: We provide clear and concise explanations throughout the process.
- Personalized Solutions: We tailor our approach to your unique needs and goals.
- Client-Centric Approach: Your success is our success.
Overall Experience
Manders Financial Services has received an overwhelmingly positive response from its clients. Reviewers have praised the company's ease of access, ample parking, and disabled access. The team, led by Jenny Manders, has been commended for their professionalism, friendliness, and approachability.
Client Services
Reviewers have highlighted the excellent client service provided by the team at Manders Financial Services. Clients have praised Jenny's ability to explain complex financial concepts in a clear and concise manner, and her willingness to answer questions and provide guidance. The team has also been commended for their efficiency, helpfulness, and prompt response to queries.
Personalized Attention
Several reviewers have praised Jenny's personalized approach to client care, including her willingness to visit clients' homes to discuss their finances. This level of personalized attention has been cited as a major factor in clients' satisfaction with the service provided.
Conclusion
In summary, Manders Financial Services has received impeccable feedback from its clients. The team has been commended for their professionalism, approachability, and personalized approach to client care. Clients have praised the company's easy access, ample parking, and disabled access, and have expressed their satisfaction with the services provided.
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