Senior Partner Practice of St. James's Place Wealth Management
Read some of the feedback we have received from our valued clients.
“Since I've been with Avanti, not only have you managed to improve my net worth through better investments, but I now have a clearer idea of what I need to save to live. I don't want to be clever about my future, I just don't want to be skint. You, your team and your support are an integral part of me feeling comfortable and also knowing I won't make the mistakes others have made.”
Sanjay Patel, Director, Specsavers Opticians
“The service that we have enjoyed from the Avanti team has been second to none. Their approach to our financial affairs is a refreshing change and not only have we seen exceptional investment performance, but we also feel that the whole team understand what is important to me and my family. If anyone is looking to become financially well organised and is seeking incisive, strategic advice at the highest level I would not hesitate to recommend Avanti.”
Mark Gallagher, Director (New Business), Countryside Properties Plc
“Kevin's patient and practical advice made an enormous difference to our approach to financial planning. We have gone from a confusing jumble of pensions and savings schemes built up at random over the years to a well organized strategy clearly designed to help us achieve our long term ambitions. The combination of the excellent analysis tools and Kevin's knowledge has made a real difference to how we now approach our financial planning, and we would certainly not now consider any form of long term investment without first seeking his guidance.”
David Thatcher, Managing Director, Television, Eircom Ltd
“Kevin is a breath of fresh air. I have struggled over many years to find an adviser that could work up a clear retirement strategy and path to implement it. I was Managing Director of 6,000 financial advisers so the bar is set high with me. Kevin's offering and team are very impressive.”
Roger Flynn, Entrepreneur and ex CEO of BBC Ventures , MD of Prudential Retail
“Kevin takes a novel and refreshing approach to financial planning and wealth management, offering that rare mix of empathy with sound judgement and trusted advice. His personal touch and willingness to take the time to really understand me and what I want, stands Kevin apart from the competition. I would not hesitate to recommend Avanti to anyone looking for financial guidance.”
Nick Bonham, Retired Chairman, Bonhams Auctioneers
“I have known the directors at Avanti for over 19 years and they have made an outstanding contribution to the success of St. James's Place Wealth Management.”
Founder President, St. James's Place Wealth Management
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.
Past investment performance is not a guide to future performance.
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.
Avanti Wealth Management Ltd is registered in England and Wales, Number 7351657. Registered Office: 34A Station Road, Cuffley, Potters Bar, Herts, EN6 4HE, England.