St. James's Place

““I had a financial adviser whom I’d also met while networking, back in 2014. I saw him at the weekly networking meetings, but as soon as I left that organisation, I just didn’t hear from him again. It was as though he’d abandoned me and my pension as soon as I left the group.””

““I spotted a niche in client management – and built my business around the principle that great relationships matter.””

““I describe myself as a ‘client whisperer’,” she explains. “I help busy business owners look after their most valuable asset – their clients. Good client relationships are pivotal to any business. During the pandemic, my business-networking job disappeared overnight. I had to rethink my future.”

“Five years on, I feel the weight has finally been lifted. I received the money, and it’s invested. I know that I’m provided for and that I don't have to worry. That’s an amazing feeling.”

“I'm not exaggerating by saying that if Danny hadn't been there at my lowest point, I probably wouldn't be here now.”

“At my lowest ebb, I said 'Danni, I haven't got any more fight left in me’. She just stepped in, stepped up and she never let me down.”

“Danni’s a force of nature, so proactive and positive, and from that first meeting, I felt really safe with her and that she knew what she was talking about. Having a female adviser does make a difference to me and I know we share similar values.”

“I could not have got through it without Danni. Not only did she go above and beyond as my financial adviser, but she was also my emotional lifeline. She was invaluable.”

““We don’t take a salary because that work, for us, is so rewarding,” says Blanche. “It’s amazing to be able to do it. And we wouldn’t be able to if we didn’t have the financial stability we have got through our pensions.””

““We wanted someone to take the stress away from us,” says Mark. “There are so many stories of scammers. You don’t want to put your money in a pension scheme that all of a sudden disappears.””

““We’ve worked very, very hard to save all this money for our future, and now that money is working very, very hard to give us the life we imagined,” says Blanche. “And it’s wonderful.””

““Investing is complicated – you can make a bad decision very quickly,” says Mark. “I’m always looking at the app and I read Danni’s fund-performance reports, but I’d rather leave any decisions to the experts. We know that whenever we need advice, all we have to do is pick up the phone and call her.””

““We have the security of knowing we are dealing with a trustworthy company.””

““Working with Ben, I can explore different avenues of how to spend, save, and plan for my long term future when I retire from boxing. Ben has taught me so much.””

““Meeting Ben has helped me understand and plan to put myself in a secure position financially when my fighting career ends – I can be confident that I’ll have money coming in, and money to live on.””

““The sport I'm in, the only people you want around you are people you get along with and can trust. I had that with Ben straight away.””

“I honestly believe that without it, I wouldn’t be in the position that I’m in now and that it would have been a lot more stressful,”

““It’s a big relief knowing that everything is in place””

““After Ewelina consulted Rhiannon and made decisions about Filip’s long-term future, she felt as though a weight had been lifted from her chest. “I felt such peace of mind,” she says.”

““If my sister wants to take Filip for a holiday, I didn’t want the lawyer to step in and say: ‘No, that’s not the right use of the money.’””

““Rhiannon guided me. She said you can put anything that Filip likes to do now, such as going on holiday or going to the cinema, that you think he would like to do in the future,” Ewelina says.”

““I hope it will never happen,” she says. “But it’s a big relief knowing that it’s all in place.””

““I wanted to make them equal, so they both have the same quality of life. It’s not fair if they don’t have the same opportunities to fulfil themselves and enjoy the inheritance we leave them.””

““Without the trust, if he had to live in supported accommodation or needed a carer to look after him, he would have to pay for it himself until his money ran out,” Ewelina explains. “That is not what we wanted for him.””

““It was eye-opening for me,” Ewelina says of the webinar.”