“I first met Tiffany through the rotary organisation of which we are both active members. She immediately communicated in a clear and purposeful manner which reassured me. I feel confident that she will safeguard my interests in the long term and provide invaluable advice to my children.”
G. C. Revell, Chartered Surveyor, Weston-super-Mare
“Tiffany is the best Financial Partner I have ever had, she is highly qualified to offer well considered options to meet my personal needs. Her approach is relaxed with clear goals, as she explains the pros and cons of each choice, furthermore, she has been able to guide my mother to optimise her financial affairs too. I would highly recommend Tiffany Beard as a most thoughtful and caring adviser.”
Patricia Hamilton, Director
“Tiffany was always more than happy to take the time and trouble to answer in detail, any queries I had. Her knowledge and expertise were evident throughout our meetings and I wouldn't hesitate to recommend her as a highly competent and approachable financial adviser.”
“As a property developer/manager, I have found Tiffany to be extremely professional, providing me with detailed analysis for my pension and investment portfolio. She has my complete trust and confidence and I would thoroughly recommend her as a Wealth Manager.”
Angela Butt, Property Developer
“Tiffany has always provided expert advice and I'm always confident that she has my best interests at heart. She is extremely knowledgeable and supportive. I would happily recommend her.”
Peter Weeks, Company Director
“I met Tiffany Beard through a local networking event and was impressed with her knowledge about financial investments. At the time, I was becoming dissatisfied with my financial advisor and so asked Tiffany to review my portfolio. She immediately identified areas where my portfolio was underperforming and/or was not being managed as well as it could be. I decided to transfer my portfolio to St. James's Place Wealth Management and I have not regretted the decision. Tiffany regularly updates me on developments, suggested new ways to protect/grow my investments and takes the time to explain everything to me. I have no hesitation in recommending Tiffany Beard and St. James's Place Wealth Management to anyone.”
“Tiffany has gone above & beyond all expectations to see to my needs. Her approach to my circumstances has been exceptional and I wholeheartedly recommend her!”
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.
The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.