Providing a consistently excellent service to our clients is important to us and getting feedback to make sure we’re doing this is part of how we do this.
Paul Byles has been our financial planner for the past 18 years firstly at Towry Law and now at Paul Byles Wealth Management as part of the St. James's Place Partnership. We are very happy with the comprehensive and highly informed service he provides us. He is highly professional, proactive in his management of our portfolio and is always available and amenable to chat on an ad hoc basis as well as the regular review meetings he sets up with us. One of the things that impresses us most is his constant review of our portfolio and tailoring it to cope with the ever changing tax laws and changes in global financial markets... and almost as important, he's a really pleasant and interesting bloke! We can thoroughly recommend him.
Paul has been close to my family for years and we have all benefited greatly from the services he provides. His 'whole-of-life' approach to financial planning gives assurance that he is invested in your future and has your best interests in mind. It really feels like seeking advice from a close friend and not just a man in a suit - he is always happy to lend an ear, has a sense of humour, and his advice is clear, prompt and well-informed. As a newcomer to the world of finance, it was a daunting prospect to enter the property market, but I knew that I would be in safe hands with Paul. His adviser was invaluable; from the first steps of saving my hard-earned pennies to investigation and recommending the best way forward with a mortgage by recommending a trusted partner to advise me. His attention to detail was fantastic, the advice was tailored to my exact needs and the contacts he has made the whole experience very straightforward. Without Pauls help I would still be staying at Hotel Mum&Dad and I look forward to his continued support with my financial portfolio as I knew he will be a pleasure to work with.
Paul has helped three generations of our family and we can thoroughly recommend him. He has always focussed on helping us achieve our dreams, and his advice is tailored to what we want out of life and our personal priorities at each stage of our working lives. He listens carefully, explains the options and his recommendations very clearly, and is very responsive when circumstances change or you have a question about something. We have got to know him very well over the years, and look forward to further collaboration and financial wisdom from him as we settle into our early retirement.
We have been a client of Paul Byles from the day he started PBWM and he has been our financial planner for the past 17 years. We have always found him to be very professional, objective, patient, pragmatic and flexible. His knowledge of financial services and the options that are appropriate for us are exemplary. He is able to explain the pros and cons of your investment decisions in an engaging way and balances the long-term retirement plan with the short/medium term challenges that life throughs up. The service Paul and his team provide is excellent and he is always available and amenable to chat on an ad hoc basis as our needs change. His warm, humorous and engaging personality make working with Paul an enjoyable and rewarding experience and we would not hesitate to recommend him.
We are delighted to hear that you have joined St. James's Place Partnership and we very much look forward to continuing working with you in the future. Over the past eight years you have understood our needs and constraints, and you have consistently provided us with timely, beneficial advice and maintained a completely professional approach. We also appreciate very much that you are always prepared to fit in with our rather chaotic schedule!
Paul has been our financial adviser for 7 years. We have been impressed with the range of his knowledge & advice. We've had excellent rates of return on our investments and we would not hesitate to recommend him.
Many people seem to think that a financial adviser is a luxury one can do without but I always ask them if they would service their own car or cut their own hair! I have known Paul Byles for almost 8 years and during that time he has advised me on all things financial! I have found him to be thoughtful of my needs and knowledgeable with his advice. I have always found him to be punctual for our meetings and ready to fit in with my other commitments. He listens to my concerns and has answers for most of them. He is up-to-date with the financial scene and can recommend products that I would have no knowledge of. In fact, I have been so pleased with the advice given that I have had no hesitation in recommending him to my friends and family and they, in turn, have recommended him to their friends. I do not think one can give better praise than that.
I have known Paul for about eight years during which time he has advised me on asset management and in forward planning for my retirement. I feel we have built up a good relationship of trust and of mutual understanding. Important to me are his prompt, informed and focused responses to my concerns, as well as his clear, intelligible answers to my questions.
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.