Glencastle Financial Services Ltd
Partner Practice of St. James's Place Wealth Management
“Adam is a very smart person, ready to help where ever he can, nothing is too much trouble. He looks after my interests very well, he is very polite and knows his job well. He only suggests something if he think it's right for that client. I would recommend him to anyone.”
Name Supplied, 12-07-2019
“In 2016 we changed financial advisers on the recommendation of a friend as our existing financial adviser was not getting us a good return on our investments. Since being with Adam he has always given us excellent financial advice ensuring that we have better than expected returns. He has also given us excellent advice on other financial matters, such as will* writing and inheritance tax issues. We would without hesitation recommend Adam to anyone seeking financial advice as he is not only very knowledgeable but also very personable. ”
Julie Little, Retired School Teacher, Ipswich, 21-06-19
“I am happy to recommend Adam Glencastle to anyone, he has always given sound, un-complicated advice in a friendly manner.”
Sales Executive, Woodbridge, 19-06-19
“From the first meeting with Adam, I found he explained everything in great detail of how things work with my investments, and has given me sound and trustworthy advice, and always putting my interests first. He has always been punctual and very polite, and very smartly dressed. I would not hesitate in recommending him to anyone.”
M.T. Gardiner, Retired, Ipswich, 21-12-17
“Adam has spent the last 16 months sorting out our companies and my own personal pension plans. He has always provided sound and honest advice and will always go the extra mile to make sure all issues and information are available to make the best decision. He is a real asset to St. James's Place and I would not hesitate to recommend him and the professional financial advice he gives.”
Richard Baird, Retired Director, Ipswich, 13-12-17
“Following the retirement of our previous financial manager; the transition for ongoing advice proved to be seamless and satisfactory. Our new manager has continued to provide the level of support we have experienced on numerous occasions. One of my better decisions was to put my trust in St. James's Place.”
Name Supplied, Retired, 14-12-17
“Adam Glencastle has given me sound advice on my investments. Nothing is to much trouble for him. I have found him to be both polite and friendly in his approach. I have recommended him to colleagues. He is a credit to St. James's Place.”
Peter Keeble, Retired, Ipswich, 06-12-17
“I was cautious about investment planning. Adam offers options which are tailored to your future plans and priorities. An excellent service. He always keeps you updated and conducts an annual review. Adam puts your plans /priorities at the top of the list before offering you options on investment planning. His personal & friendly manner have resulted in me recommending him to family & friends.”
R Gooch, Retired, Woodbridge, Suffolk
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it all can fall as well as rise. You my get back less than you invested.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and is not regulated by the Financial Conduct Authority.
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.
Glencastle Financial Services Ltd is registered in England and Wales, Number 9159657. Registered Office: Jubilee House 10 Bixley Lane, Rushmere St. Andrew, Ipswich, Suffolk, IP4 5UA.