Our approach
Based on core values of the utmost professionalism, excellence of service and, perhaps most importantly, integrity, I will help you develop a wealth management strategy to meet your financial objectives and aspirations both now and in the future. Since I was invited to join St James’s Place Wealth Management, I have been able to assist with a range of personal and corporate solutions, including protection, investment planning, retirement and estate planning. With access to a range of specialist St. James's Place Partners, I will be able to address even the most complex or technical challenges.
I appreciate that you are unique, with your own financial principles, which is why I will tailor the services and recommendations that I make specifically to you.
Testimonials
Simon came to visit my Unit in order to educate and guide soldiers on their personal finances. He clearly cares about what is best for the individual and as such is trusted by the soldiers for his honest and sound advice. His service is nothing short of exceptional, which is why I fully endorse i...
Simon Roffey took time to listen to us, getting to know our Regiment, understanding what the Commanding Officers and 21C’s priorities were and our goals for the management of the regiment’s funds entrusted to us. He took the whole picture into account.
To feel secure that we are doing the ...
I was one of Simon's early clients when he first joined St. James's Place. He was extremely thorough when establishing my financial goals and my appetite for risk. Over the years Simon has continued to provide the advice and transactions that I have required to my total satisfaction;I have comple...
I undertook a thorough financial review with Simon. He understands the ex-military situation, in terms of our pension provision and planning for the future. He has, and continues to, provided me with sound advice.
We approached Simon and St. James's Place to provide financial advice and guidance to my wife and I. From the outset Simon made us feel truly at ease with his very personal service and detailed analysis of mine and my wife's financial situation and future plans. Simon clearly works hard to delive...
Simon Roffey has provided timely, and extremely relevant, advice in two of the Units for which I have had administrative and financial accountability. Always on hand and approachable, he has provided a very comprehensive, transparent and simple to understand series of solutions to a number of com...
Several months ago the Bovington & Lulworth Welfare Garrison established a Garrison Investment Committee (GIC) with the aim of looking at current investments that were not being well managed.
Prior to forming the GIC it was decided to seek professional advice from a number of recognise...
I cannot recommend Simon highly enough. He has been the utmost professional providing me with some excellent financial advice. The service and support he has given my family and I has been exceptional. I would and have recommended him to many of my colleagues. Thank you.
I have worked with Simon for the last five years on investments when living in the UK and now abroad. He has been a strong support to build my knowledge into investments and through the SJPP portfolios. Very knowledgeable and dedicated, I have found in him a true export that cares about his custo...
As the business owner of a Health & Safety Training and Consultancy company it is important to me to take financial care of my family and my business. After speaking with Simon I believed that he was the person to give such advice. He has given my family and myself very honest and good advice...
Simon came to visit my Unit in order to educate and guide soldiers on their personal finances. He clearly cares about what is best for the individual and as such is trusted by the soldiers for his honest and sound advice. His service is nothing short of exceptional, which is why I fully endorse i...
Simon Roffey took time to listen to us, getting to know our Regiment, understanding what the Commanding Officers and 21C’s priorities were and our goals for the management of the regiment’s funds entrusted to us. He took the whole picture into account.
To feel secure that we are doing the ...
I was one of Simon's early clients when he first joined St. James's Place. He was extremely thorough when establishing my financial goals and my appetite for risk. Over the years Simon has continued to provide the advice and transactions that I have required to my total satisfaction;I have comple...
I undertook a thorough financial review with Simon. He understands the ex-military situation, in terms of our pension provision and planning for the future. He has, and continues to, provided me with sound advice.
We approached Simon and St. James's Place to provide financial advice and guidance to my wife and I. From the outset Simon made us feel truly at ease with his very personal service and detailed analysis of mine and my wife's financial situation and future plans. Simon clearly works hard to delive...
Simon Roffey has provided timely, and extremely relevant, advice in two of the Units for which I have had administrative and financial accountability. Always on hand and approachable, he has provided a very comprehensive, transparent and simple to understand series of solutions to a number of com...
Several months ago the Bovington & Lulworth Welfare Garrison established a Garrison Investment Committee (GIC) with the aim of looking at current investments that were not being well managed.
Prior to forming the GIC it was decided to seek professional advice from a number of recognise...
I cannot recommend Simon highly enough. He has been the utmost professional providing me with some excellent financial advice. The service and support he has given my family and I has been exceptional. I would and have recommended him to many of my colleagues. Thank you.
I have worked with Simon for the last five years on investments when living in the UK and now abroad. He has been a strong support to build my knowledge into investments and through the SJPP portfolios. Very knowledgeable and dedicated, I have found in him a true export that cares about his custo...
As the business owner of a Health & Safety Training and Consultancy company it is important to me to take financial care of my family and my business. After speaking with Simon I believed that he was the person to give such advice. He has given my family and myself very honest and good advice...
Simon came to visit my Unit in order to educate and guide soldiers on their personal finances. He clearly cares about what is best for the individual and as such is trusted by the soldiers for his honest and sound advice. His service is nothing short of exceptional, which is why I fully endorse i...
