Testimonials
Read some of the feedback received from clients.We have used Michelle for many years and have been extremely pleased with both her sound advice and the performance of St. James's Place funds. We would highly recommend Michelle and have done so to many of our family and friends.
Past performance is not indicative of future performance.
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.
Michelle has always given me considered, trustworthy and tailored advice. She was particularly helpful at a very difficult time after the sad loss of my husband and she always put my interests first with her sound suggestions. I would unreservedly recommend her to anyone looking for a professiona...
I have been using the services of St. James's Place via Michelle to manage my company pension fund for the last 10 years. Michelle has always provided sound advice on managing my finances and has always been readily available to answer any queries. I am delighted with the performance of my pensio...
Past performance is not indicative of future performance.
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.
I consulted Michelle Sheppard, in her capacity as a later life financial adviser, about the best way of managing the payment of fees for my mother’s nursing home. She showed sympathy, tact and patience in the handling of a somewhat complex family situation, clarity in the advice she gave, and und...
Michelle’s help and advice has been invaluable. She has explained my financial options very clearly and I have very much appreciated the support she has given. I wouldn’t hesitate to recommend her and indeed I have done so.
From the outset Michelle listened attentively and understood the situation and circumstances of my elderly relative in care. Clearly knowledgeable in the area of planning for long-term care fees she offered a selection of options, explaining each of them comprehensively. She took the trouble to t...
As a relatively new client to St. James's Place I would like to acknowledge the support I have been given by Michelle Sheppard. Her friendly manner, sound advice and delivery of factual information have been immensely helpful when making long term plans. I would recommend her without hesitation.
Michelle is always a pleasure to deal with as she applies her professional advice always fully aware of the goals, risk approach and individual needs of her client. I will not use anyone else!!
I have dealt with Michelle Sheppard for several years and have always found her to be helpful and give sound financial comment in a friendly and unhurried way - the human face of financial advice.
Michelle has acted as our financial advisor for the past 14 years. During this time she has given us sound, trustworthy and tailor made advice to suit our needs and changing circumstances. Her attention to detail is commendable. We would wholeheartedly recommend her to anyone seeking financial ad...
