Senior Partner Practice of St. James's Place Wealth Management
“Alex is person-focused rather than numbers-focused. She recognises that the numbers are important, but only if the numbers are working towards my/my family’s goals. She spends time with me getting to know my dreams, more realistic aspirations, my attitude to risk, my professional goals, my personal financial family goals, and she then suggests how to get there. I’ve been offered financial investments from others in the past, but only Alex has sat down with me, asked me what I earn, what I want to save, what my approach to saving is, what I want for my retirement, paying tax vs leaving money in the company, what I want to save for my family, and how I want things to look after I’m deceased (I’m currently a healthy 42 year old single parent so my girls are the centre of my world.....) Alex is professional left, right, and centre, but she is person focussed, knows her trade inside out, and is a beautiful person to have meetings with.......so I love when she asks for a meeting as I’m guaranteed a lovely meeting yet good advice.”
K Nightingale, Cheshire
“We decided to invest with Alex because unlike the other financial advisers we met we felt we could trust her to provide us with advice that was in our best interests. 10 years on we still very happy with our decision. We feel we have built a long-term partnership with Beuchamp Wealth, where they fully understand how our financial needs will change over time and we trust them to help us achieve our investment aims and support our life-style requirements.”
“From the outset, the expertise and tools which St James’s Place provides have enabled us to get clarity and transparency on our financial situation. We actually enjoy our review meetings! Alex, our adviser, is always well prepared to discuss options and implications and as a result we feel informed and in control of our financial future.”
Mr T Bishop & Mr D Blower
“Alex Pearce of Beauchamp Wealth has been my financial adviser for about fifteen years. She began by efficiently arranging a bridging loan when we were moving house and since then she has handled most of my and my wife’s investments: bonds, equities and a trust fund for my grandchildren. She is always readily available and uses language I can understand. We have recommended her to several friends and she is highly competent and trustworthy. I can vouch for her professionalism without hesitation.”
Jonathan Hall, Leamington Spa
“After a bad experience with a financial adviser, Alex restored our confidence in the sector and in the fifteen years since then she has not only given sound and reliable advice but, as a result, has also been instrumental in several positive and life changing events, including marriage and relocation! She is always reliable, available, helpful and we have come to regard her as a personal friend who always puts our interests first and takes away our financial planning worries in these sometimes troubled times. We recommend her unreservedly.”
CH & FH, Tavistock, Devon
“We have been advised by Beauchamp Wealth and its predecessor Beauchamp Financial Services for over 30 years. Their guidance on our investments and pensions has shown good dividends and they have given us solid trustworthy advice when needed. As we have grown older Alex has changed our investment strategy to fit our financial requirements and has always put our best interests first. We recommend Beauchamp Wealth and St. James's Place to family and friends.”
Mr T Adkins, Warwick
“Alexandra Pearce was introduced to me by a friend who has been with Beauchamp Wealth for a number of years and I am impressed with the service that I have received. Her holistic approach to clients’ finances means any investment advice is very much tailored to individual circumstances and is to be highly recommended.”
Mrs C, Warwick
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.
Beauchamp Wealth Ltd is registered in England and Wales, Number 02124354. Registered Office: Beauchamp House, 1 Kenilworth Road, Leamington Spa, Warwickshire, CV32 5TG.