287 reviews | 1 verified advisers
Alex (with the assistance of Nathan) has continued to be extremely helpful with the financial planning for the early years of our retirement. They have advised us in a number of lump-sum withdraws as well as monitoring the monthly payments. We feel very confident with Sapphire Financial Planning/St James's Place looking after our pension.
We have met and he has checked in on me/my requirements.
Alex has continued to provide detailed and comprehensive advice for our retirement planning.
Alex is always reliable when discussing growth and investments. He is fully informed and able to answer any questions.
The plans worked well and introduced me to good financial discipline. With all the changes of volatile markets reviews give one a clear head.