Based in The Galleries Washington for over 6 years

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Investments

Investments can play a pivotal role in helping to safeguard the financial future of you and your family.

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Pensions

We have been successfully managing people’s retirement planning throughout their working life and beyond.

Safe And Secure

*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership

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.

With more than 20 years of industry experience

At Stephen Boyle Wealth Management our business has been built by establishing long term client relationships.

Making an Impact...

Believing that every client has unique requirements, we offer a bespoke personal service tailored to your specific needs and aspirations. We are committed to building long-term relationships based on trust, the highest levels of ongoing service and professionalism. This ensures that we are able to provide appropriate advice when it is needed.

Expert Leadership

Always giving advice on a face-to-face basis and offering an initial consultation without obligation. Once a client, you will benefit from regular face to face reviews to discuss your ongoing needs and make any changes that are necessary to help achieve your long term objectives.

Contact Process

Allowing prospective clients to come to our offices in the Galleries Washington to see whether we are suitably matched for the financial journey ahead.

Stephen Boyle – The Right Choice

Trust is earned over time which is reflected in the feedback from my clients.

I can not recommend Steven highly enough. He truly has his client’s best interests at heart. This is evident in the way he explains things clearly and is always on hand to provide guidance and assurance. This instantly puts you at ease and gives you the confidence that you are truly getting quality, honest, personal advice. I look forward to Stevens continued service over the coming months and years.

Jordan R

Accountant

St. James's Place A Leader In The Industry

*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website at www.sjp.co.uk/products .

We are able to offer advice in all aspects of financial planning.

Satisfied Clients

Steve has been our wealth management adviser for a number of years. His advice has always been based on a technical written and verbal analysis of the complex factors around our retirement planning, income requirement potential, long term investment and tax implications and we can highly recommend him. His approach is friendly, client based and always there when needed with factual information and a perspective on any decisions we need to take. Our portfolio with Steve and St. James’s Place has performed really well, despite the “ups and downs” that can happen at any time when investing. We are very happy to have the expertise of Steve and the fund managers at St. James’s Place protect and grow our savings.

Andy & Anne D. (Retired Headmaster)

Past performance is not indicative of future performance.

We have known Stephen for many years, from when he was our Financial Adviser at our local bank. We found that dealing with Stephen was extremely informative in so much as the advice we were given was explained fully and well presented. When I was made aware that Stephen had started his own Wealth Management business, our decision was to transfer the bulk of our savings to various investments chosen to suit our needs. We have never regretted this decision.

My wife and I have worked hard to amass a reasonable bank balance and thought that this for us would be a difficult transition. How wrong we were! As such we are cautious investors and would in no way take rash chances. Stephen tailored our investments to suit our requirements and we are astounded with the returns from which we are now benefitting. Everything was explained to the last detail and his ability to simplify what to many would be a complex situation was a revelation.

Stephen is not just very proficient at his work but demonstrates integrity in all he does. We cannot overstate the difference Stephen has made to our lives financially, but we also class him as a friend. He never misses a birthday or Christmas cards and has attended family funerals and this to us shows the character of the man. Would we recommend him others? We already have and they too are impressed with the service he offers.

Alan T. (Retired Engineer)

Past performance is not indicative of future performance.

I’ve been a client for several years and have been extremely happy with the levels of service and the products available. The regular reviews have allowed me to adjust to changing life circumstances and to plan for an early retirement

Barry L. (Energy Buyer)

We found Stephen Boyle in his premises on the upper level of Washington Galleries when we were contemplating retiring from work in 2016. Our first consultation was without cost and he provided us with various options to consider. He explained them in a clear concise way that we could understand and in a very friendly manner. Not coming from a financial background and how to invest our hard earned money was mind blowing but Stephen took away that worry and we trust him implicitly. We have regular meetings to discuss any changes in circumstance (via telephone and e mail during Covid-19 crisis) and he always makes himself readily available to answer any concerns or to give advice. We would not hesitate in recommending him as a financial advisor.

Mr D Pace (Retired)

Reach Us

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50 The Galleries, Washington

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0191 418 7337

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