Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning individuals and business clients. We are pleased and honoured to announce that we were awarded Best Medium Business of the Year Award for 2019. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. 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.
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.
Services
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation. As a Partner Practice of St. James's Place Wealth Management, we can provide you with a personal wealth management service designed to meet your short and long-term needs.
Reviews (9)
Anne Glanville
Jan 08, 2022
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Where do I start?? If I could give a 11/10 I would and even that would not be enough. Kevin Bowers is in a league of his own and simply exemplary. Kevin is SO professional, charming, polite and friendly, plus top in what he does. Kevin is an absolute joy to know and a shining asset to Maskery Wealth Management Ltd. I cannot recommend him enough to anyone.
Terry Armstrong
Nov 26, 2021
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Robert
Oct 27, 2021
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Positive: Professionalism
Have met Lee several times now and he has been extremely helpful and is very knowledgeable. Lee has helped us with pensions, investments and inheritance tax issues. Very nice that Lee will come and visit you at home and explain things in simple English terms. Would recommend.
Have met Lee several times now and he has been extremely helpful and is very knowledgeable. Lee has helped us with pensions, investments and inheritance tax issues. Very nice that Lee will come and visit you at home and explain things in simple English terms. Would recommend.
Angela Webb
Oct 26, 2021
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Brian Dowie
Sep 23, 2021
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Have been dealing with Steve who has been extremely patient and professional. Taken time to establish my requirements and explain the options in easy to understand language.
Pensions now sorted and working on isa"s and savings investments.
Very impressed with regular communication and availability.
Would not hesitate to recommend.
Pensions now sorted and working on isa"s and savings investments.
Very impressed with regular communication and availability.
Would not hesitate to recommend.
Rosemarie Finnamore
Jun 25, 2021
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After 2 years of getting very little service from my Financial Advisors it was recommended to me to get in touch with Lee. I received great professional advice and within a very short time pensions and investments were sorted. Also great advice received on inheritance tax.
I highly recommend Lee and his company.
I highly recommend Lee and his company.
Mark Gruit
May 08, 2021
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Positive: Professionalism, Responsiveness
Kevin Bowers is a very professional pension advisor, he has put a lot of work in over the many months to get my pension on track to where I need to be heading for when I retire. Any questions I needed answering he was very prompt responding. I would recommend Maskery wealth management 100%
Kevin Bowers is a very professional pension advisor, he has put a lot of work in over the many months to get my pension on track to where I need to be heading for when I retire. Any questions I needed answering he was very prompt responding. I would recommend Maskery wealth management 100%
Mandy Alexander
Apr 11, 2021
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Sally Rogers
Aug 30, 2020
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I have been with Maskery Wealth Management for approximately four years. They are an excellent professional company.
Lee has been advising me with my personal pension and investments.
During this period he is always extremely helpful at advising and explaining in layman’s terms as my knowledge is limited! He is extremely friendly and easy to talk to.
Lee is always available by phone and handles any new investments with face to face visits to my home. I 100% trust Lee’s advice and professionalism, unlike other companies l have been with. Best move l made.
Would highly recommend Maskery Wealth
Lee has been advising me with my personal pension and investments.
During this period he is always extremely helpful at advising and explaining in layman’s terms as my knowledge is limited! He is extremely friendly and easy to talk to.
Lee is always available by phone and handles any new investments with face to face visits to my home. I 100% trust Lee’s advice and professionalism, unlike other companies l have been with. Best move l made.
Would highly recommend Maskery Wealth
