Testimonials

Read some of the feedback received from clients.
Tiffany Beard has always provided the very best, clear and sensible financial planning advice, tailored to my particular needs. This together with the online wealth account tracker provided by St. James's Place and exceptional customer service I have received means that I would not hesitate to recom...
Rebecca Kibby, CEO Conveyancing Services Foot Anstey LLP, Bristol
Tiffany's advice has always been clear, accessible and relevant. Nothing was too much trouble and we felt in very safe hands. Having all our financial affairs in order has been a huge relief and SJP even handled all the boring admin, so the whole process was really easy.
Jessica Shellard, Partner of Law Firm, Bristol
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 adviser and so asked Tiffany to review my portfolio. She immediately identified areas where my portfolio was underperformi...
Belinda Newton
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.
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 explained everything to me in a clear and patient way. She carries her obvious intelligence and expertise lightly and remains very approachable and easy to get on with as a result. I have been very impressed with the help and support given. I cannot recommend Tiffany highly enough.
David I'Anson, Contractor
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
We've known Tiffany for 3 years. We started without much of a wealth strategy. We didn't think Tiffany would persuade us to change much. Today we have a diversified portfolio of investments. We have several financial protection measures. Tiffany has designed these to fit our needs. She is friendly, ...
Gareth Jones, VP of Intellectual Property, Winchester
Tiffany was fantastic to work with, especially as I have no financial knowledge. She always listened and gave me space to process information. She gave exceptional advice, which was easily understood. Tiffany was friendly and warm, always available for support. I would not hesitate in recommending h...
Harriet Alexander, Management Consultant
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!
Ian Lee
Tiffany has been a huge help. She has given clear guidance and provided continual support throughout. She has helped us focus our minds and finances and plan for the future. We would highly recommend her.
Katharine Cusack, Solicitor, Bristol
Tiffany Beard has always made herself available and is on hand for any queries I may have. She will put my interests first and gives honest and trustworthy advice. I would not hesitate in recommending her to anyone.
Mihir Pandya, Actor, Guildford
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 fin...
Patricia Hamilton, Director
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
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.
Sue Uttley