“On the recommendation of a friend we decided to use Carole’s services when we required a new Will.
She was punctual, efficient, professional and friendly. We in turn have recommended her to other people.”
Helen – Brighouse, West Yorkshire
Thorough, Informative and Polite. Very happy with the service in person and via email/phone. Thank You.
Alena – Chorley
“Carole was very professional and thorough in her approach. She took time to make sure that we understood the documentation she prepared for us and explained all our options. Everything was completed within the time scale that had been agreed. I would have no hesitation in using Carole’s services again.”
Jane – Liverpool
“Carole has done work personally for me and my family and following this, I felt comfortable recommending clients to whom she’s also been able to help. She is very efficient, friendly, knowledgeable and trustworthy, and works to a very high standard.
I would not deal with anyone else for my affairs.”
Amy Enright DipFA
Wealth Management Consultant
Sovereign Wealth Private Client
PRINCIPLE PARTNER PRACTICE OF ST JAMES’S PLACE WEALTH MANAGEMENT