Testimonials
Read some of the feedback received from clients.A friend of mine recommended Helen, and it has been the best decision we ever made. Helen has been patient, informative, contactable, punctual and above all has worked the entire process with our best interests at heart. She never gave up and went above and beyond what she needed to. We were ready t...
Over the last ten years, I have been really pleased with the financial advice that Sanjay has been provided on pensions, investments, and planning for the future. Advice is always explained professionally and tailored to my needs, resulting in an excellent service - I would highly recommend Sanjay.
I have now been with Sanjay Wadhia for over 15 years. In that time he has provided financial services which has benefited me and my family. His advice over time has kept my family financially secure in the present and for the future. His knowledge and experience are his strong points and I would rec...
We have known Sanjay for over 18 years. He has helped us with our savings, mortgage, pensions and preparing our wills*. He is reliable and trustworthy, and is always at the end of the phone if we have any queries or concerns. Sanjay is very astute with his recommendations and we depend on his knowle...
*Will writing 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.
Sanjay has been our trusted financial adviser for more than 15 years. He has always offered us sound advice about management of our income and investments. He is very responsive to any change in our financial needs and has a gift for being able to explain, very clearly, issues that may be quite comp...
