Testimonials
Read some of the feedback received from clients.I have known Rebecca for a number of years now and have always found her to be very trustworthy and approachable. Rebecca has always put me at ease, has my best interests at heart when discussing my financial needs in what can sometimes seem to be a male-dominated industry.
I consider myself very fortunate to know Rebecca on a personal as well as business level and it is great to have total confidence and trust in someone looking after your financial affairs. Specifically Rebecca has helped me with my personal pension planning, including protection using a Discretionar...
Trusts are not regulated by the Financial Conduct Authority.
Rebecca has been advising me for several years. As a single, mature woman I find her personal, well informed style perfect for my needs. Her approach to financial advice definitely puts the individual client at the forefront. I always feel that my investments are worki...
Discussing your financial situation is very personal and Rebecca is excellent at putting you at ease. The advice she has given to me has proved invaluable and I am very pleased with my spread of investments. I have and will continue to recommend her to all my contacts. Thank you Rebecca – you always...
I am a very cautious investor and Rebecca has been sympathetic to my needs. I have been very pleased with how the money placed with St. James's Place has performed so far and with the totally professional advice given. I have recommended her to family and friends and to my local WI.
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.
Becky has not only advised us on sound investments through St. James's Place but also with financial planning to minimise future Inheritance Tax liabilities and established Investment Trusts* for the benefit of our grandchildren. We and all the family members are enjoyin...
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.
Rebecca Pope has been our financial advisor for many years and in order to make sound decisions for our future it is vital that our needs and aspirations are fully understood as well as an intimate knowledge of our assets, income and future plans. We feel totally at ease sharing this informatio...
My wife and I have known Rebecca for several years and have been satisfied with her sound professional advice during various financial requirements. Investment options are discussed reflecting current market trends, this conscientious approach to her clients investments ...
On a professional adviser/client basis, I have known Rebecca Pope for several years and she has always put my interests first. She has listened to and fully understood my financial requirements and then advised me accordingly. I have been satisfied with the products she has recommended, reflecting t...
Accreditation
