Richard Booth Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
“My wife and I have no hesitation in saying we have always found Richard Booth and staff most friendly and obliging regarding all our financial/investment queries. We greatly value Richard’s punctual time keeping and patient explanations of what to us, sometimes, are complex financial matters.”
Name Supplied, Wakefield
“We have dealt with Richard for a number of years now and have found him polite, efficient and prompt whenever we have needed advice. Overall a first class service from Richard and his staff.”
Mr & Mrs Bath , Retired Hotelier , Bridlington
“Richard has offered advice for all my immediate family over 3 generations. He is sensitive to our individual needs and his advice has been sound with positive results. ”
Clive Bailey, Retired, South Cave, East Yorkshire
“Richard from St. James’s Place has always taken the trouble to explain all my options to me. My decision is always made on a basis of full information. When the rules have changed Richard has always kept me informed promptly of the changes and the effect they may have for me. I particularly like the online facility of the St. James’s Place website so that I can easily find out the value of my investment at any time. Best of all, since my investments have been dealt with by St.James’s Place they have gone up in value!”
Mr A Bullard , Chartered Accountant, Hornsea
“Richard has been involved with Bill and my financial investments (mainly Bill) for several years and I have found him to be very kind, supportive and helpful especially since Bill died nearly two years ago. He also advised and helped my daughter in her role as executor of Bill’s will and how to cope with his many investments and transfer of shares to reinvest in my name. I would not hesitate to recommend him to any of my friends.”
Mrs Colledge , Retired, Filey
“He and his team have given me and my wife Jane every attention and advice I required to transfer my capital to St.James’s Place. He was easy to contact and replied promptly to any queries I had. The service and support has always been perfect and I would not hesitate to recommend him to anyone else.”
Mr & Mrs Craig , Retired, Retford
“I have found Richard to be dependable, professional and innovative in his advice service to me. I am very pleased with his approach and he’s certainly made my life much easier in managing my portfolio of investments. I recommend him highly.”
Mr E de Sa , Managing Director , Beverley
“Although we are only small investors we have been well advised and monitored by Richard resulting in just rewards.”
Name Supplied, Sunderland
“We have been clients of St. James’s Place since 1992, long enough to work with several partners. We are delighted with the energy and care that Richard Booth has put into his work on our behalf. In the present uncertain financial climate we are glad to have an adviser on whose judgement we may rely.”
Mr & Mrs Peak , Retired
“He has always given me very useful and helpful advice on my investments and I now consider him to be a friend as well as an adviser. Together we have achieved a very satisfactory package for the years ahead. All in all the best financial adviser I have known.”
“Since Richard took over our portfolio he has always put our interest first and diversified the portfolio for increased returns without severe financial risk. His service and support and expertise has always been exceptional and we would not hesitate recommending him to anyone.”
Mr & Mrs Sleight , Retired, Scarborough
“Richard Booth has made me confident, with his help, managing my own affairs. He is always pleasant and there when you need him with good advice and very trustworthy. I fully recommend him to anyone else.”
Mrs M Thirsk , Retired, Bridlington
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.
Richard Booth Wealth Management Ltd is registered in England and Wales, Number 08071380. Registered Office: 26a Bar Street, Scarborough, YO11 2HT.