SJP client stories of invaluable financial advice

Turning a family business into family wealth

A trusted adviser supported Ian Luckett through the sale of his family’s company and helped secure the future for him and his loved ones.

Making the retirement dream a reality

Expert advice gave Mark and Blanche Sainsbury the confidence to step away from their high-powered careers for a healthier, happier future.

Smoothing the path forward after tragedy

A protection policy taken on the recommendation of his financial adviser has enabled John Prentice to be the best dad to his young daughter after the loss of his partner.

Giving priceless peace of mind

Ewelina explains how expert advice has helped them to make sure their boys are taken care of – and brought her priceless confidence for the future.

Supporting career dreams

Business owners Claire Smith and her daughter Georgia are living life on their own terms, helped by financial advice.

Starting off on the right foot

The support of an expert has helped Daniel Beddoes buy his first home and begin building towards the future he wants.

Stories of invaluable advice

More client stories

Reliable support for a fruitful business

Bringing the dream retirement to life

Navigating whatever life throws at you

Supporting an elderly parent in long-term care

Rethinking pension plans for a secure future

Helping a young family through bereavement

Finding the right adviser for you

Advice that goes the extra mile

Knowing where all my pensions are, and what they're worth

Finding a mortgage for my family situation was fraught with difficulty

Relationships matter as much as money