Partner Practice of St. James's Place Wealth Management
“It pleases me to give this testimonial. As someone too lazy concerning personal finances, Vanessa has been an invaluable asset. From the beginning, Vanessa took my personal finances in hand, gave me excellent advice, suggested and oversaw the ideal investment plan and carried it through to my enduring benefit. Gracious and welcoming, Vanessa's consultations have been professional, effectual and friendly to the point where I have absolute trust and faith in her wise counsel and expertise. I wholeheartedly recommend her.”
David Bown, Retired Methodist Minister, Bedford
“Vanessa is very knowledgeable in all areas of financial planning and is able to relate to my personal requirements. At our annual reviews she takes the time to understand my current and future circumstances and offer the most appropriate advice and guidance in a very pragmatic way. I would certainly recommend Vanessa to anyone and I have already done so to a close friend of mine who is now a client of hers.”
“I have always found Vanessa very approachable. All my questions are answered in a clear and straight forward manner, with all the pros and cons put logically and methodically, so I have always been able to come to informed decisions under no pressure. The service provided by Vanessa and her office has always been exceptional and I have no hesitation in recommending her.”
Name Supplied, Dental Surgeon, Wallasey
“I have been seeing Vanessa for 2 years and have found her so helpful in providing me with sound advice regarding financial matters. She is a person that I feel I can trust completely with the wealth of information provided, regarding my investments and tax liability. The service and support has always been exceptional and I would not hesitate in recommending her to anyone.”
D F Bacon, Retired, Tring
“We have been delighted with Vanessa Nice since she has taken over as our St. James's Place Partner. The service she has provided has been very efficient and her advice has been sound and trustworthy resulting in the value of our investments appreciating significantly. We have no hesitation in recommending her highly to anyone.”
Philip and Wendy Thomas, Retired, Altrincham
“Vanessa has looked after my financial affairs for a long period of time, giving of her time and expertise unstintingly. She takes a holistic view of the person, cares for the individual, understands changing personal circumstances and at all times is pleasant and approachable. She is totally professional and engenders trust and confidence. I have recommended her to others and will continue to do so.”
Margaret P Lloyd, Retired Headteacher, Stockport
“We have been with St. James's Place for over 10 years. Vanessa has always given us very sound advice over the years and we have now acquired a portfolio, which has surpassed all our expectations. She also assisted with family finances for our children and grandchildren. We feel she is an extremely competent and accomplished young woman. We would certainly recommend her to anyone.”
Ilona Walker, Liverpool
“I have been with St. James's Place since the 1990s and have had 3 partners. Vanessa is the best! She is committed to acting on my behalf to make sure the wealth I created in my working years is invested over my remaining years on this earth. She makes sure I pay or will pay in the future; as little tax as possible and that most of my wealth will pass to my children and grandkids. She is hard working, trustworthy and has my financial interests at heart.”
G M Pickles, Retired Dentist, Stockport
“Always look forward to my meetings with Vanessa. Advice is always simple to understand and investments perform well. Whole advice is always offered with my best interests at heart. Lovely caring personality for both business and family.”
“Vanessa is very knowledgeable and communicates very clearly. We trust her advice and are confident that she understands our needs and long-term goals. She has been very supportive and understanding of any concerns we have had. Service has always been efficient and we would confidently recommend her to friends and family.”
Details Supplied, CEO
“Vanessa provides a very professional service always giving clear and concise advice whilst explaining thoroughly the risks and opportunities offered in the investment market. The service and support has always been first class and I would not hesitate to recommend her to anyone.”
Rodney Victor Jennings, Retired, Knutsford
“Vanessa has been extremely helpful in advising many aspects of my financial planning. She is organised and diligent and quickly coordinated my legacy pensions into a single, coherent investment strategy. Her strong background in the Private Client tax group at Deloitte makes her well positioned for understanding the implications and advantages of a wide array of investment vehicles. Vanessa has a personal approach which is both genuine and highly professional. ”
Silas Spencer, Relationship Management, London
“Vanessa's professionalism and knowledge of the opportunities and risks of the investment market combined with the ability to clearly explain this to us was one of the key factors in our decision to use St. James's Place. Excellent Customer service is also vital, particularly given the extreme volatility of the markets that seems now to have become almost the norm, and Vanessa has provided us with this. Despite the economic travails of the last few years Vanessa and St. James's have managed to keep our investments safe and "positive" which is a significant achievement. We anticipate a long relationship.”
Simon Mercer, Retired, London
“Vanessa is personable and easy to discuss all financial matters with. She clearly understands what she is talking about. This is essential for me when referring her to my own clients. She takes time to understand her clients, backed up by being highly qualified and having deep technical knowledge.”
Gordon Levy, Accountant, Manchester
“Since being introduced to Vanessa our financial affairs are in order for the first time ever! Vanessa is straightforward, responsive and proactive, keeping in touch on a regular basis and responding to our one off queries promptly. She makes all the tiresome administration easy, leading us step by step through the process, and keeping us to our agreed deadlines. Her advice is practical, understandable and tailored to our needs and aspirations. I would recommend Vanessa to anyone who needs that additional challenge, explanation and comfort before making important financial decisions. ”
B. Ann Stock, Head of International & Investment Audit, Woking
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Nice Associates Wealth Strategies is a trading name of Nice Associates Limited. Nice Associates Limited is registered in England and Wales, Number 08888783. Registered Office: St. James's Court, 48A King Street, Knutsford, Cheshire, WA16 6DT.