5 Things you must know before you hire a financial adviser

Download your FREE copy of our report “5 Things You Must Know Before You Hire A Financial Adviser”

It contains vital information that will help you find a financial planner that takes the time to understand you and your situation. 

This is a must read for anyone who is looking towards retirement.

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FOR A STRICTLY LIMITED TIME YOU CAN DOWNLOAD A FREE COPY OF OUR EXCLUSIVE REPORT…

‘Learn the Fatal mistakes that could stop you getting to the retirement you want'

In this exclusive report we’ll reveal:

  • The #1 reason that could prevent you from the retirement you want no matter how hard you try!
  • Why you should NEVER trust people who tell you SIPPs are the only place for your pension and what you should consider instead.
  • The honest TRUTH about creating the retirment you want and why it could be so much easier than you ever imagined!
  • And much, much more!
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Here's What Our Clients Have To Say About Us...

Richard has been our financial adviser for some years now and has always been very approachable and efficient in our dealings with him. We feel you need complete confidence in the person handling your money and the advice given, and we feel we have this in Richard and St. James's Place. We contacted him recently and he gave us reassurance and sound advice, which helped us considerably during a difficult relocation.
Retired Farmer Cambridge
Richard has been most impressive in the way he has sorted and reorganised our finances. He has been highly approachable and responsive and got things done decisively, quickly and without fuss. He managed to achieve in a matter of weeks outcomes that would have taken us months – and he found much better solutions than we had considered. I would recommend him without the slightest hesitation.
Professor Gordon Stobart University Professor, Dorset
We are pleased with Richards’ visits, he has tailor made a project for us and we always like the fact that he advises us with regard to risk and tax. We are pleased with the clear information he gives us each visit.
H. M. CarterDirector, Bedford
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First Floor, 4 West St, Oundle, Peterborough PE8 4EF

Oundle Wealth Management Ltd 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. Accession is a trading name of Oundle Wealth Management Ltd.

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