Priory Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
“Lana has always been the ultimate professional, giving me the information I need about my financial affairs in a way that I can understand in order for me to make the decisions I make with confidence. She is knowledgeable, reliable and very personable. I would recommend her to anyone looking for a personal, financial adviser, no matter how large or small your investments are.”
Annette Reeves, H. R. Professional, Worcester
“I want to take this opportunity to thank you very much for the expert advice you have given me. The service and support has been exceptional and I’m provided with complete peace of mind in relation to my financial planning. I feel very lucky to have you looking after my finances.”
Patricia Walker, Retired, Chipping Norton
“Lana Collins of St. James's Place has given us the most helpful advice and guidance. She is courteous, considerate and genuinely concerned for our future financial welfare. My wife and I have no reservations in thoroughly recommending her and the support she can offer.”
S Wilkes, School Teacher, Coventry
“I would be delighted to strongly recommend Lana Collins, my St. James's Place Partner, to anyone. She has always proved reliable and extremely helpful, taking the time to explain everything carefully and making sure that it has been understood, reinforcing where necessary. She has given sound, trustworthy advice, always taking my interests into account. Her patience is unlimited. I would strongly recommend her to anyone.”
Anon, Retired, Stratford-Upon-Avon
“The Coventry School Foundation, following a detailed and competitive tender process, selected St. James's Place consultants James Elkins and Lana Collins to act as the Foundation Financial advisers for all finance matters, including the Defined Contribution Pension Scheme and the Death In Service Benefits amongst other, available to some 200 members of the Foundation Support Staff. They are proactive, personable and knowledgeable, have provided an exceptional personal service, re-invigorating financial advice for the Foundation and are proving a real asset moving forward.”
Bursar, Coventry School Foundation
“James has looked after our financial affairs for 6 years and always delivered an exceptional level of advice and service. He does what he says he is going to do and is always on hand to provide any further support and guidance.
I have referred James onto business colleagues and family and would have no hesitation in recommending James to anyone seeking professional financial advice.”
“James has been our trusted financial adviser for many years following the sale of our business. My wife and I are very happy with the advice and service James provides and would have no hesitation recommending James to colleagues or family members.
James is always approachable and his proactive approach is refreshing.”
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.
Priory Wealth Management Ltd is registered in England and Wales, Number 10250183. Registered Office: Suite 8, The Priory, Priory Road, Wolston, Coventry, CV8 3FX.