Paul Magee Wealth Management
Senior Partner Practice of St. James's Place Wealth Management
“Initially, I took some persuading to move from my previous advisers to St. James's Place, as I am naturally very cautious. I was subsequently so impressed with Paul's efficiency and command of detail that St. James's Place now look after my own, my families and company investments.”
John Wright, Director, Bristol
“Before Paul Magee became our financial advisor I had a varied assortment of investments which took a lot of time to manage. I Often used to deliberate at length over funds and their managers before making my own switches - not always for the best. Since Paul took over he has greatly consolidated our investments which have performed very well. He has followed the St. James's Place principle of wealth management so that our money is now geared to provide us with an adequate income, reduce IHT and most of it will pass to our family in time. Our confidence in Paul is such that I no longer waste any time checking on funds or manages and we are relaxed in the knowledge that our investments are in safe hands. It certainly gives us peace of mind.”
Bill and Jean Ferries
“Thank you for all your help and advice this year. We feel very happy and confident that our finances are being looked after so well and I see such a difference in Dad, feeling so more relaxed,and this means a great deal to me.”
Louise Wenger, Physiotherapist, Shrewsbury
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.