Associate Partner Practice of St. James's Place Wealth Management
“I have found Emily has always given me sound and trustworthy advice. The support and service has always been second to none and I have no hesitation in recommending Emily to anyone.”
“Emily came to see us when we realised we didn't have any protection in place should anything happen to myself or my husband. Having recently decided to start a family, we wanted to ensure our incomes were protected but also should one of us die, the other didn't have the stress and worry of meeting the mortgage payments whilst also having a baby to look after. Emily was really thorough and took the time to understand our needs. We feel now like she will be with us over the long term and we would have no hesitation in recommending Emily to others in our position.”
Duane & Christie Taylor
“As a family our financial affairs are quite complex so we needed an adviser who could not only advise us on our wealth but also educate the younger generations of our family who would eventually inherit our estate. In working closely with us, Emily has done just that. She has ensured we have enough income to continue to enjoy our holidays's each year, but we also have the peace of mind that when our estate does eventually pass onto our children, we know it's going to who we want and when we want it to in the most tax efficient way possible. I have already recommended Emily to a number of friends and people at my local club.”
“After having Emily's details passed to me by a friend, we met with Emily when we had sold our house and had some funds we wanted to invest. Having no knowledge of investing money or even where to invest it we were quite nervous but Emily was great and she put our minds at ease immediately. She is really friendly and makes sure we understand everything she is telling us. We're really pleased to have Emily as our adviser and would have no problem recommending her.”
“Emily has been looking after my finances for the last 18 months and I have been very pleased with her services. The attention to detail and her understanding of my requirements is exceptional and I would have no hesitation in recommending Emily as a financial adviser.”
Richard Dixon, Rothley
“In the time that I have known Emily, she has always offered her clients the most professional service, hard working, giving attention to detail and yet always able to explain things in a straightforward and simple manner. Emily has extensive experience and is always prepared to go that extra mile to ensure that the clients receive the very best service. I would not hesitate in recommending Emily as the complete Financial Adviser as she moves into a new exciting phase in her business.”
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.
Blanco Wealth Management Limited is registered in England and Wales, Number 10947050. Registered Office: 32 Quorn Close, Loughborough, LE11 2AW, United Kingdom.