Testimonials
Read some of the feedback received from clients.We have used Michelle for many years and have been extremely pleased with both her sound advice and the performance of St. James's Place funds. We would highly recommend Michelle and have done so to many of our family and friends.
Past performance is not indicative of future performance.
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.
Michelle has always given me considered, trustworthy and tailored advice. She was particularly helpful at a very difficult time after the sad loss of my husband and she always put my interests first with her sound suggestions. I would unreservedly recommend her to anyone looking for a professiona...
I consulted Michelle Sheppard, in her capacity as a later life financial adviser, about the best way of managing the payment of fees for my mother’s nursing home. She showed sympathy, tact and patience in the handling of a somewhat complex family situation, clarity in the advice she gave, and und...
Michelle’s help and advice has been invaluable. She has explained my financial options very clearly and I have very much appreciated the support she has given. I wouldn’t hesitate to recommend her and indeed I have done so.
From the outset Michelle listened attentively and understood the situation and circumstances of my elderly relative in care. Clearly knowledgeable in the area of planning for long-term care fees she offered a selection of options, explaining each of them comprehensively. She took the trouble to t...
Michelle is always a pleasure to deal with as she applies her professional advice always fully aware of the goals, risk approach and individual needs of her client. I will not use anyone else!!
I have dealt with Michelle Sheppard for several years and have always found her to be helpful and give sound financial comment in a friendly and unhurried way - the human face of financial advice.
I wanted to thank you for the incredibly useful advice given recently. You quickly understood my situation and the context of my visit and gave me realistic advice, relevant options and information needed for me to take informed next steps. I would not hesitate to recommend you to others.
