Partner Practice of St. James's Place Wealth Management
“We have been a client of Ian’s for a number of years now, and have always welcomed and trusted his advice. He made sound recommendations on where to invest and for how long. We are now seeking advice on how to invest a precious, retirement lump sum, demonstrating our faith that he will aim for the best financial returns possible and putting our interests first. Ian is very knowledgeable, up-to-date on financial matters, fully briefed for meeting and offers clear advice on the pros and cons of different forms of investment, whilst appreciates we have reached a ‘cautions’ stage in our attitude to investments.”
Retired Academic, Lancaster
“Ian Felton is an exceptional Financial Advisor. He is always at the top of his game providing clear, concise and sound advice on a whole range of matters. I feel in very safe hands as a client and have no hesitation whatsoever in recommending him to friends and family.”
Trevor Morris, Chester
“Ian is very personable, his advice has always taken in to account our needs and the advice offered had always been trustworthy.”
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 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.
Bridges & Co Financial Consultancy Ltd is registered in England and Wales, Number 8858358. Registered Office: 9a King Street, Lancaster, LA1 1JN, England.