We specialise in offering expert advice in a wide range of important areas including investment planning, inheritance tax and pension planning and protection.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
The Practice is committed to providing the very best service to our clients, a service that is bespoke and built around our belief that trust and integrity are the cornerstones of our business relationships.
We believe that our client's interests are best served by creating long and trusting relationships and we are committed to adding value. As a result almost all of our clients have come to us from recommendations from both personal and business clients. Some of our clients have taken the trouble to write a few words about us and these can be found under testimonials.
Daniel is a pleasure to work with, he is very approachable. No question is too insignificant. He is trustworthy and gives an excellent service. Long may it continue.
We now have a clear and well guided investment plan for our personal pensions. We felt that we didn’t understand and were unsure if our pensions would be sufficient for our retirement. Transferring our portfolio to St. James's Place with Associate Jon Pittey was the best decision we have made. Jo...
Thank you for your time and patience in helping me sort my pension and discussing other financial issues, your advice was invaluable. It's something I have been putting off for a while but you made the whole process less daunting, you have so much knowledge but explained things in a way that made pe...
John has been attentive and very sound. He ensured I made the right decision regarding my exit* from my company. Our investments have been well managed. I would definitely recommend him to others. His team have always acted quickly and have followed instructions accurately and promptly. They ar...
Daniel has been looking after my pensions and investments for many years. He has the ability to explain complex procedures in a clear and logical manner, offering straightforward and trustworthy advice. I have always found him to be most knowledgeable concerning current legislation, and the impact u...
Dan has always taken the time to understand my needs as an investor and has been both prompt and efficient in following and executing my wishes. His financial knowledge is excellent, answering all my questions immediately and without needing to research them. He is a pleasant, likeable individual an...
I was first introduced to St. James's Place by my brother a few years ago as I was looking at putting money into something for my children’s future. This is when I first met Daniel. Daniel is very honest & trustworthy. Just as important though is that he is also very easy to talk to & g...
Daniel always listens to us first, and then considers both our current and longer term financial ambitions when providing us with his expert advice during our regular 6 monthly reviews. Daniel is always on hand to deal with any queries that we may have or requests for additional financial planning o...
John has provided my family and I with an excellent service over the years which is tailored to our individual and often changing needs.We have been provided with superb financial advice which has consequently yielded excellent results. John manages all our financial products and I trust unrese...
Dr John Greening has provided my wife and me with sound financial advice for the past seven years; so much so that our son has followed suit, in what looks like becoming a family tradition.
I have been John’s client since my father introduced me some years ago. He has been invaluable in advising me on the sale of my business and the associated investment and pension planning. I have recommended him in the past and will continue to do so.
Dr John Greening and his team of St. James's Place have always provided us with outstanding service and support giving us sound, timely and trustworthy advice in a friendly and helpful manner. We have previously recommended John Greening to several friends and colleagues and w...
John caters for all my financial needs, providing concise advice with minimal fuss . . . the service cannot be faulted.
I have always found John to be very knowledgeable and considerate of my needs and requirements providing me with the appropriate advice at the current time. I have always received a first class service from both John and the St. James's Place team and would not have any hesitation recommending ...
John (and Tasha) are always there to help, and their practice approach is very helpful. We would not hesitate to recommend John to anyone who needs sound and trustworthy advice.
After many years of toying with financial planning, I met John who gave my financial affairs (and me for that matter) a good shake up. As a result of expert knowledge, a little reality checking and creative planning, from a financial point of view, my future is more secure than I could ever hav...
Before meeting John, I had not dedicated sufficient time to consider my family’s financial future, being so focused on developing the business. Since then, however, John’s knowledge and expertise has clarified our asset base and provided a coordinated wealth management plan for the future. His ...
John Greening is our ‘point man’ but we talk to all of his team who give us an excellent service. We really enjoy the relationship. John and his team are efficient and helpful. We have total trust and confidence in all the services they provide.
Daniel has proven his worth over the years by providing excellent advice on a number of investment options. With a sharp mind and impressive technical knowledge, he instils confidence. I trust Daniel and know him to be an honest and genuine person. I would recommend him to anyone.
Daniel is a highly professional financial analyst and adviser. He provides an excellent level of service and support, based on listening carefully to what we wish to achieve and offering advice tailored to our needs. I would recommend him without reservation.
John Greening has been advising me financially for many years now and I have always found John to be very knowledgeable and offers sound advice in all aspects of my financial planning. John and St. James's Place offer a wide variety of services and are very adaptable in regularly changing marke...
In John I have found someone that I trust implicitly to assist in managing my financial well being. John has a great depth of knowledge and integrity and I have no hesitation in continuing to recommend his Practice.
Daniel is a pleasure to work with, he is very approachable. No question is too insignificant. He is trustworthy and gives an excellent service. Long may it continue.
We now have a clear and well guided investment plan for our personal pensions. We felt that we didn’t understand and were unsure if our pensions would be sufficient for our retirement. Transferring our portfolio to St. James's Place with Associate Jon Pittey was the best decision we have made. Jo...
Thank you for your time and patience in helping me sort my pension and discussing other financial issues, your advice was invaluable. It's something I have been putting off for a while but you made the whole process less daunting, you have so much knowledge but explained things in a way that made pe...
John has been attentive and very sound. He ensured I made the right decision regarding my exit* from my company. Our investments have been well managed. I would definitely recommend him to others. His team have always acted quickly and have followed instructions accurately and promptly. They ar...
Daniel has been looking after my pensions and investments for many years. He has the ability to explain complex procedures in a clear and logical manner, offering straightforward and trustworthy advice. I have always found him to be most knowledgeable concerning current legislation, and the impact u...
Dan has always taken the time to understand my needs as an investor and has been both prompt and efficient in following and executing my wishes. His financial knowledge is excellent, answering all my questions immediately and without needing to research them. He is a pleasant, likeable individual an...
I was first introduced to St. James's Place by my brother a few years ago as I was looking at putting money into something for my children’s future. This is when I first met Daniel. Daniel is very honest & trustworthy. Just as important though is that he is also very easy to talk to & g...
Daniel always listens to us first, and then considers both our current and longer term financial ambitions when providing us with his expert advice during our regular 6 monthly reviews. Daniel is always on hand to deal with any queries that we may have or requests for additional financial planning o...
John has provided my family and I with an excellent service over the years which is tailored to our individual and often changing needs.We have been provided with superb financial advice which has consequently yielded excellent results. John manages all our financial products and I trust unrese...
Dr John Greening has provided my wife and me with sound financial advice for the past seven years; so much so that our son has followed suit, in what looks like becoming a family tradition.
I have been John’s client since my father introduced me some years ago. He has been invaluable in advising me on the sale of my business and the associated investment and pension planning. I have recommended him in the past and will continue to do so.
Dr John Greening and his team of St. James's Place have always provided us with outstanding service and support giving us sound, timely and trustworthy advice in a friendly and helpful manner. We have previously recommended John Greening to several friends and colleagues and w...
John caters for all my financial needs, providing concise advice with minimal fuss . . . the service cannot be faulted.
I have always found John to be very knowledgeable and considerate of my needs and requirements providing me with the appropriate advice at the current time. I have always received a first class service from both John and the St. James's Place team and would not have any hesitation recommending ...
John (and Tasha) are always there to help, and their practice approach is very helpful. We would not hesitate to recommend John to anyone who needs sound and trustworthy advice.
After many years of toying with financial planning, I met John who gave my financial affairs (and me for that matter) a good shake up. As a result of expert knowledge, a little reality checking and creative planning, from a financial point of view, my future is more secure than I could ever hav...
Before meeting John, I had not dedicated sufficient time to consider my family’s financial future, being so focused on developing the business. Since then, however, John’s knowledge and expertise has clarified our asset base and provided a coordinated wealth management plan for the future. His ...
John Greening is our ‘point man’ but we talk to all of his team who give us an excellent service. We really enjoy the relationship. John and his team are efficient and helpful. We have total trust and confidence in all the services they provide.
Daniel has proven his worth over the years by providing excellent advice on a number of investment options. With a sharp mind and impressive technical knowledge, he instils confidence. I trust Daniel and know him to be an honest and genuine person. I would recommend him to anyone.
Daniel is a highly professional financial analyst and adviser. He provides an excellent level of service and support, based on listening carefully to what we wish to achieve and offering advice tailored to our needs. I would recommend him without reservation.
John Greening has been advising me financially for many years now and I have always found John to be very knowledgeable and offers sound advice in all aspects of my financial planning. John and St. James's Place offer a wide variety of services and are very adaptable in regularly changing marke...
In John I have found someone that I trust implicitly to assist in managing my financial well being. John has a great depth of knowledge and integrity and I have no hesitation in continuing to recommend his Practice.
Daniel is a pleasure to work with, he is very approachable. No question is too insignificant. He is trustworthy and gives an excellent service. Long may it continue.
SJP Approved 08/04/2024
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.