Charnwood Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
“Linda quickly sorted out our investments and tidied up our financial affairs very efficiently. She is very professional and approachable - nothing is ever too much trouble. We feel confident that we are in safe hands.”
Dr Catherine Urch, Lead Consultant Palliative Medicine ICHT
“Linda provides a personal, professional, knowledgeable, targeted advice service that is second to none in my opinion. Linda is personal, consistent and competent, and visits on a regular basis, or whenever you want specific advice. Nothing is too much trouble for Linda. You really feel that Linda, and St. James's Place have you in its sights and is looking after your interests. And of course St. James's Place are a very good investment business.”
Geoffrey Powell, Lecturer
“I have been very happy entrusting my financial future to Linda. She has always been really helpful and approachable.”
Erica Tyson, Derby
“Every confidence in the investments made and have never seen a reduction in our investments.”
Brian Basford, Retired
“I cannot speak too highly of the level of help in the management of my financial affairs I have received since my account was taken over by Linda Moss.”
“Paul and I would certainly recommend Linda Moss to any of our friends & collegues who are looking for financial advice. Linda is very professional, knowledge, and provides information in a clear & personable way. Thanks for looking after us.”
Paul & Karen Bowen
“Linda gives sound & quality advice and any requests are dealt with swiftly.”
Chris Spencer, Director
“Linda spends the time to get to know us, so that we know that her recommendations are based on our situation and needs.”
Professor Andrew George, Twickenham
“Linda has always provided me with a proactive service and has always delivered on her promises. she has kept in touch to keep my affair under review but I have never found her to be pushy to the detriment of other advisors I have in place.”
Anon, Environmentalist, Derbyshire
“Linda Moss completely reorganised my pension planning and has at all times given me sound reliable advice.”
Mark Arthur, Leeds
“Linda has always provided a friendly, efficient & responsive service. In terms of service, St. James's Place are the benchmark by which I measure my other pension providers.”
Anon, High Wycombe
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Please note that past performance is not indicative of future performance.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Charnwood Wealth Management Ltd is registered in England and Wales, Number 08620537. Registered Office: Sterling House, Lichfield Street, Tamworth, Staffordshire, B79 7QF.