“Frank has advised us for several years and we found him to be patient, professional and helpful. He considers our requirements carefully and ensures that we understand all of the relevant details and implications. We have recommended him to others in the past and would not hesitate to do so again.”
“What I value most about the service that Frank offers is that he has taken the trouble to get to know me, so that the advice he offers takes into account my personality and lifestyle (as well as the more obvious things) so that the advice is even more finely tuned to what is best for me and I feel is in my best interests. I am sure that Frank's diligence ensures that he makes available this type of conscientious service to all of his clients.”
Dr Vora, Bristol
“I would like to say Frank McMillan has been the perfect gentleman in all ways, professional and helpful. He has advised me on my pension to get the best possible income.”
Mr A Hubbucks, Welder, Bristol
“Frank has given us sound and very helpful financial and investment advice and done so in an 'unpushy' way. We recommend him highly if you are looking for such guidance. We like his style, thoroughness and efficiency and the fact that he is a Partner with St. James's Place”
“There's nothing off-the-peg about the service we get from Frank McMillan. He's known us and advised us over several years now, and what's always been important to us is the way he's taken time to listen to us and to understand our needs, before suggesting a course of action that may not have been immediately obvious to us, but which has always been in our best interests. He is thoughtful, patient and good humoured. He treats us not as account numbers, but as people he knows well and whose interests he has at heart. We gladly would recommend him to anyone.”
R L Fenner, Company Director, Bristol
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 Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.