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Company of the Month |
The St. James's Place Partnership is an elite group, made up of many of the most experienced, able and highly regarded professionals working in financial services today. St. James's Place Partners have, on average, 14 years' experience in financial services: only a small proportion of financial advisers working in the UK today can meet their selection criteria.
Their philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to Partners as a result of personal recommendation by existing clients. Serving a total of some 400,000 clients, the Partnership is well established as one of the UK's leading wealth management organisations.
Chris Gallimore has been in financial services for 19 years and has a wealth of experience in dealing with hundreds of private clients.
He joined the Quality Directory two years ago and says; "Approx 18 months ago, I received a telephone call from a prospective client looking for financial advice. They had located my details on the Quality Directory through entering via a search engine 'quality financial advice Reading'.
After 3 visits to the client, and after providing advice, i have now generated investments totalling over £120,000, which we continue to manage on a daily basis.
My business is built on personal referrals and on building relationships and therefore advertising usually generates either time wasters or no response. Because in this instance The Quality Directory broke down one of the first hurdles i.e. proven recommendations, I was able to establish rapport a lot easier and the clients were comfortable with dealing with me.
Thank you to Quality Directory."
In investment, life assurance and pensions, Chris has access to the exclusive St. James's Place range of products. These offer many important benefits, of which perhaps the most
remarkable is the St. James's Place approach to investment management. He can also provide unique access to an integrated suite of banking services, with current, savings and
borrowing accounts through the telephone or the internet. In other areas, such as portfolio management, trust and estate planning and mortgages, he has carefully selected products
and services from other providers which, he believes, represent the 'best of breed' in their respective categories. He can offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- build or preserve capital
- manage cash and borrowings
- gain financial protection against risk
The St. James's Place Group stands behind and guarantees the advice given by members of the St. James's Place Partnership when recommending any of the products and services provided by companies within the St. James's Place Group.
To contact Chris Gallimore click here for his contact details.
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