South Coast Financial Planning Ltd
Partner Practice of St. James's Place Wealth Management
“I have always found Lindsay to be professional, enthusiastic and able to put things across clearly and I have recommended him to two other family members who are both now clients of his.”
G. Ireland, Engineer, Southampton
“My husband and I have known Lindsay for over 8 years, even prior to St. James's Place, and have always sought his advice on our pensions and investment matters. He gives professional, logical and trustworthy advice without any jargon. We have recommended his services to family, friends and work colleagues and would not hesitate to do so again.”
Mr and Mrs Warne, Technical Engineer, Eastleigh
“On our first meeting with Lindsay Tucker straight away he came across as helpful and understanding of our needs. He explained different options open to us and even advised us in areas we hadn't thought of - all with no hard sell. Lindsay has been the only adviser we've had in the past 20 years who regularly keeps in touch with our investments on a personal level. Lindsay and his team even give back to their clients by organising social events which have been very enjoyable, he provides an outstanding service and we would recommend him to anyone.”
Mrs Elaine Denton, Director for Roofing Company, Fleet, Hampshire
“Having presented Dean with a confusing myriad of policies and pension schemes accumulated over a number of years, we now have a streamlined and manageable portfolio of investments we can understand. Dean was invaluable in researching and patiently explaining the policies we already held in clear and simple terms. He then offered advice and his professional opinion, enabling us to make informed decisions about the best financial planning for our family. We thoroughly recommend his services.”
Mr and Mrs Protheroe
“Dean is one of those rare individuals who listens attentively to your requirements and immediately puts you at ease because of his unique quality of communicating confusing and daunting subjects in a non-technical way. I felt that he really understood my family’s needs and helped make sense of the financial world. I trust Dean implicitly with all my financial matters and would not hesitate to recommend his services to anyone.”
Darryl Fryatt, IT Consultant, Southampton
“Moving to St. James's Place for financial advice (particularly in the pension area) was one of the best financial decisions we have made. Dean Hunt has always listened to our needs, suggested alternative ways of achieving our goals but leaving the financial decisions to us. He provides more than pure financial advice and gives a much appreciated personal touch.”
Mr and Mrs Benson, Retired It Consultant, New Forest
“I have known Dean for many years in the capacity of my financial adviser. He is honest, hardworking and will steer you through the financial maze with ease. I need complicated things explained in simple financial diagrams and Dean is the master at this task! He offers patience, expertise and a reliable opinion that allows you to make your own well informed choices. I cannot speak more highly of him and would recommend his service without hesitation.”
Sharon Hinwood, Property Developer, Southampton
An investment with St. James's Place will be directly linked to the performance of the funds selected and the value may therefore fall as well as rise. You may get back less than you invested.
An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.
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.
South Coast Financial Planning Ltd is registered in England and Wales, Number 07674675. Registered Office: 59 The Avenue, Southampton, Hampshire, SO17 1XS.