Our Practice Approach
Based on core values of service excellence, responsibility and building community. Working closely with you our approach results in a relationship built on trust, giving you the confidence and control to help you achieve your personal goals and enable you to create a world you believe in. This ensures that we can provide specific advice as and when it is required. We appreciate that every client is unique, which is why we don't provide 'off the shelf' solutions. Each plan is tailored with you at the heart of it. if you have any questions on our services, approach, or the team, please get in touch.
Testimonials
I feel that Steve has all the personal attributes that one is looking for in a wealth investor. He is focused, energetic, reliable and totally trustworthy. His advice is tailored to your needs as he takes time to listen to what one has to say. Furthermore the personal touch from the one to one co...
I have always obtained a good service from you and delighted with everything regarding feedback of investments, etc.
I have found Steve's advice to be of a high quality, robust and client centred. He is honest and transparent in his dealings and attempts to describe complex financial matters in layman' s language.
Friendly, courteous and very professional; as are his staff.
We have found Steve Brough easy to approach and engage with and he has always been efficient and professional in his handling of our modest affairs. I would be more than happy to recommend his services to others.
I have been satisfied with the returns on my investments placed with St. James's Place, via Mr Brough. He has always been approachable and good at explaining matters. I would be happy to recommend him as a source of financial advice.
You should remember that past performance refers to the past and is not a reliable indicator of future results.
The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
Having been with St. James's Place for almost ten years, I have found that they treated me as an individual in gearing their investment advice to meet my particular circumstances which has proved invaluable. I have always found them to be pleasant, knowledgeable, approachable and informative in a...
You should remember that past performance refers to the past and is not a reliable indicator of future results.
Changing to St. James's Place has been successful so far. Steve was very helpful in managing the changeover.
We recently decided to put all our investments under one roof. We were feeling that none of our pension providers were looking after us - with little or no reviews. Performance was down. This was not an easy decision to make but we are absolutely delighted now that we have moved everything to Ste...
Clear information, well presented in an informal manner has allowed me to make the necessary decisions on where I want my money invested.
I feel that Steve has all the personal attributes that one is looking for in a wealth investor. He is focused, energetic, reliable and totally trustworthy. His advice is tailored to your needs as he takes time to listen to what one has to say. Furthermore the personal touch from the one to one co...
I have always obtained a good service from you and delighted with everything regarding feedback of investments, etc.
I have found Steve's advice to be of a high quality, robust and client centred. He is honest and transparent in his dealings and attempts to describe complex financial matters in layman' s language.
Friendly, courteous and very professional; as are his staff.
We have found Steve Brough easy to approach and engage with and he has always been efficient and professional in his handling of our modest affairs. I would be more than happy to recommend his services to others.
I have been satisfied with the returns on my investments placed with St. James's Place, via Mr Brough. He has always been approachable and good at explaining matters. I would be happy to recommend him as a source of financial advice.
You should remember that past performance refers to the past and is not a reliable indicator of future results.
The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
Having been with St. James's Place for almost ten years, I have found that they treated me as an individual in gearing their investment advice to meet my particular circumstances which has proved invaluable. I have always found them to be pleasant, knowledgeable, approachable and informative in a...
You should remember that past performance refers to the past and is not a reliable indicator of future results.
Changing to St. James's Place has been successful so far. Steve was very helpful in managing the changeover.
We recently decided to put all our investments under one roof. We were feeling that none of our pension providers were looking after us - with little or no reviews. Performance was down. This was not an easy decision to make but we are absolutely delighted now that we have moved everything to Ste...
Clear information, well presented in an informal manner has allowed me to make the necessary decisions on where I want my money invested.
I feel that Steve has all the personal attributes that one is looking for in a wealth investor. He is focused, energetic, reliable and totally trustworthy. His advice is tailored to your needs as he takes time to listen to what one has to say. Furthermore the personal touch from the one to one co...
