Partner Practice of St. James's Place Wealth Management
“This was my first proper experience of seeking help from a financial adviser. The experience was positive from start to finish. At no point did I feel pressured into making a decision and all my questions were answered clearly. I feel confident I have made the right decision to place my finances in the control of Scott Wallace.”
“The investment service has given me peace of mind knowing my savings are being well managed to get me the best return at a level of risk that I am comfortable with.”
“Everything clearly explained and felt very looked after.”
Linda Joseph, East Lothian
“An excellent professional service far superior to any pension provider I have used in the past.”
“Scott Wallace has a kind, patient and reassuring manner. He is also very professional in his work ethos. I would highly recommend him to any potential clients.”
Elaine O'Brien, Dunbar
“Scott provided me with an excellent, personal service and the advice I really needed. As a widow with two children, his input and support was indispensable for me to preserve and grow my capital, while at the same time minimising my IHT. I would definitely recommend him to anyone looking for advice.”
Imelda Renfrew, Homemaker, North Berwick
“The invaluable advice provided to us by Wallace Financial Planning has allowed us to develop a focused and transparent plan for both our retirement and future financial stability for us and our extended family.”
David M. Beveridge, Retired Civil Engineer, Selkirk
“Since having financial advise and support, I feel that my individual goals are being genuinely pursued. The time and effort from Scott to establish a trusting working relationship based on the understanding of my personal goals and aiming to achieve them, has been really constructive and rewarding. I always feel welcome to discuss any changes to my financial circumstances, which are then intelligently resolved whilst keeping in mind my own objectives and hopes for the future of my children and their children.”
Protecting your family's future:
“For the first time, we feel that all aspects of our family finances are in safe, knowledgeable hands and we’ll be able to give our family the best future we can.”
R L Key
Planning for your retirement:
“I wanted to take extreme care in the decision I took about my pension. I feel I now have a clear view for the first time of how retirement might look for me and how I can adapt things to make my retired years a secure and stress free time.”
Later life planning:
“Wallace Financial Planning provide me with comprehensive financial advice which is unpressured and the complexities explained with patience and clarity. This gives me peace of mind that, in my later life years, my affairs are finally in good order and sheltered from tax.”
A J Taylor
Running your own business:
“The strategic plan we have put in place to ensure financial security for the business and the family is a very big weight lifted off my shoulders for the first time.”
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.
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 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.
Wallace Financial Planning Limited is registered in England and Wales, Number SC465288. Registered Office: 36 Market Street, Haddington, East Lothian, Scotland, EH41 3JE.