Partner Practice of St. James's Place Wealth Management
“Sam has been polite, professional and courteous throughout all of our dealings with him. Sam is very knowledgeable and thorough and very helpful in his advice. We look forward to an ongoing and close working relationship.”
Barry Myles, Sales Manager
“Kevin has been a solid ally in creating wealth for my family. Due to products that were made available to us through Kevin's Practice, we have gone from being off the property ladder after the 2008 crash to being in a healthy amount of property equity in 3 years.”
Mark Karim, Airline Pilot, Bristol
“I have been extremely satisfied with the advice I have received from Mark Kersey regarding my Pension and Investment. I have already recommended Mark to my work colleagues and would not hesitate to recommend him in the future.”
“Sam has a structured and organised approach, yet manages to convey genuine interest in both client and subject matter. Honesty and integrity are valuable attributes in finance and Sam has consistently demonstrated both in all dealings I can recall with him. Sam never skips detail and always seeks to ensure all elements of discussions are understood. He adapts his style and language to suit the situation in hand. In addition I have always found Sam to be entirely reliable, delivering against all of his commitments and proactive in keeping things moving and lines of communication open.”
Stuart Ramage, Margate
“Kevin as my financial adviser has surpassed my expectations. He has taken time to really get to know my financial goals and has skillfully invested my funds which continue to grow. I am provided with regular updates of my portfolio and he is always available to answer any questions I may have. I would highly recommend him.”
Vicki Knight, Civil Servant, Romford
“Finding somebody you trust to give advice about money is difficult and uncomfortable. From the moment we met Kevin, he has put us at ease and the clear knowledge of his profession he exudes leaves us confident he has our best interests at heart and understands our short and long term plans well enough to give relevant and sound advice.”
Richard & Lisa Chambers, Business Development Manager, Nr. Bishop's Stortford
“Kevin always provides clear advice and understands what I am looking to achieve, He helps me consider the bigger picture and make long term and profitable financial plans. Kevin is available to answer any questions and talk through options at any time.”
J. Coatsworth, Solicitor, Bishops Stortford
“Kevin and the team listened and understood, before providing essential comprehensive advice. The flexible personal approach continues beyond the initial meetings and the extensive support has proved them to be a trustworthy professional service. They continue to review, highlighting emerging opportunities developing ingenious solutions to underpin my growing financial portfolio. The success that have arisen from the complex challenges they navigated me through give me no qualms in recommending them.”
Jon Christensen, Global Business Development Manager, Malmesbury
“Kevin has been looking after my financial portfolio professionally for the past two and a half years. The service and support that Kevin and his team have provided me throughout this time has always been extremely professional, friendly, honest and completely reliable. I would not think twice about recommending Kevin's Practice to anyone and have already done so with pleasure several times.”
David Carter, P.A.C.T. Profiling Master Trainer, Bicester
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 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.
K Mosby Financial Associates Ltd is registered in England and Wales, Number 08918360. Registered Office: 18 Church Street, Bishop's Stortford, Hertfordshire, CM23 2LY.