I cannot recommend Stephen 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

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.

 

Past performance is not indicative of future performance.

Andy & Anne D.

Retired Headmaster

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 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.

 

Past performance is not indicative of future performance.

Alan T.

Retired Engineer

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 adviser.

Mr D Pace

Retired

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