Client Testimonials

Planning for my mother’s care home fees was a problem and causing my husband and I great concern. Being a qualified Society of Later Life Adviser, Alan Wiseman was able to provide sound and sensible financial advice in an engaged and empathetic manner to our complete satisfaction. His advice was acted upon and we now no longer have concerns about the financial aspects of my mother’s long term care. Problem solved.

We found Alan friendly and approachable, with a genuine understanding of our concerns. We would have no hesitation in recommending him to you as an adviser should you require financial advice relating to an older relative in care.

Kathryn Hatton, Retired Teacher from Southampton

I have been an investor with St. James’s Place since February 1996. For 15 of those years, David Lee has been my Financial Adviser and during that time, we have developed an excellent rapport. David has provided me with very sound financial advice on medium risk investment without applying any pressure upon me to act upon it.

The decision to accept his advice was entirely mine, and I have been very satisfied with the asset management of St. James’s Place which has produced results way beyond my expectations. In the circumstances, I would recommend anyone with money to invest to consider St. James’s Place for best advice and as an organisation that has consistently achieved excellent capital growth.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Past performance is not a reliable indicator of future performance.

Barrie McFarlane, Brighton

David Sheppard has developed a comfortably relaxed rapport with the members of Liphook Bowling Club since we first met him in January 2014. Without losing the expected professionalism, he has provided us with advice and support in a friendly and approachable manner. He is always welcome at the club and he supports our events with enthusiasm. He has a wide knowledge base and individual members who have had private meetings with him agree that he is always prepared to listen and accommodate their needs and requests. We feel very fortunate to have this link to Eight Wealth Management through such an amenable character as David.

Lesley Meredith, Hon. Secretary at Liphook Bowling Club

I have been with Eight Wealth Management for 16 years, from its embryonic stage up to its extremely mature form that it enjoys today. During this time, my life has undergone many serious difficulties and challenges. Throughout this period Ian Riggs and his burgeoning team have been at my side, giving me wise counsel and guiding me through a maze of financial obstacles and leading me out into the light of a bright future. At a time of re-branding some years ago, I stated that Ian and his practice has ‘transformed my life’. Since that time I have sometimes reflected as to whether that was an over-statement…however, I can firmly state that it was not. The lifestyle that I enjoy today has been secured by diligent and timely actions based on advice by Ian and his team. Sometimes the advice nudged me out of my comfort zone but the rewards were well worth the risk – all risk was fully understood and calculated. In summary – a sterling performance, in more ways than one.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Malcolm Wearn, Retired Project Director from Bishops Waltham

Jarrath is a great asset to Eight Wealth Management.

He has taken the time to find out about our financial circumstances and then helped us make good choices to help us protect our estate and achieve our financial goals. Jarrath’s knowledge of his services and ability to match these to our needs certainly made a big difference compared to other financial institutions we have encountered.

Jarrath is a pleasure to do business with and he took a lot of time going through everything with us and I certainly appreciated all of his help.

Dave Cauvin

Eight Wealth Management offer a strong client relationship and that is what we got from both Lorraine and her PA, Kirsty. The advices we received were wise and thought-through and compatible with our needs. Lorraine even took the trouble to assist us in completing a difficult financial form with us. Kirsty was active on our case until successful conclusion of a policy that was taken out for us. The follow up process of actioning that advice was very speedy and personable and nothing was too much trouble. We would not hesitate to recommend them to others who need financial advice, whether pension or investments.

Alastair McIver, Berkhamsted

During the last 6 months, Lorraine has listened to my wishes, clarified my actual needs and proposed solutions to those needs. The service from her and her team is timely and professional. She quite quickly judged my level of understanding and took the appropriate time to ensure I understood any proposals. I have recommended her to local colleagues, and look forward to a continued relationship.

Zoë J.W. Arnott

Richard has always ensured that he provides advice based on the latest financial information to suit my personal circumstances now, and for the future. His individual and professional approach combined with an assessment of my attitude to risk has given me confidence in the service and support provided. I would not hesitate in recommending Richard to anyone requiring financial advice.

William McPhee, Flying Instructor from Winchester

On behalf of the family, I should like to thank you for coming to the house yesterday and for explaining the ins and outs of financing our mothers care needs through an annuity. From my perspective, the meeting was a great success and I look forward to hearing about the response from the annuity companies following your submission of our application form.

Outside of the necessarily dry discussions on finance options, I think we all appreciated talking to you about the supportive and enlightened way that it is possible to interact with somebody coping with dementia, like our dear mum. I look forward to the next step in this journey which is made so much easier through our interactions with knowledgeable and right thinking people such as yourself.

Retired Civil Servant from Fareham