Testimonials

Read some of the feedback received from clients.
The relationship between a client and a financial adviser has to be based on a mutual trust and respect. Alex has always given us a sense of being in capable hands, most important when we are organising the long term financial security of our loved ones. He is also very personable and it has always ...
Keith Davies | Retired Bookmaker, Wigan
Alex always gives useful and sound advice with no pressure, which makes us feel at ease. His manner and attitude towards us is always exceptional and we have recommended him to many other people.
Elizabeth Connah | Nursing Sister, Bolton
We have always felt comfortable dealing with Alex. He has always put our interests first and given us trustworthy advice. The service and attention given has always been exceptional. We would not hesitate to recommend him to anyone.
Les Robinson Dip FA | Funeral Director, Wigan
I have know Alex since I first retired 3 years ago. Not having invested in the past, I found that Alex was extremely helpful and explains in great detail the otherwise complex subject of different types of investment. Alex is always on hand to give advice whether by phone, email or in person. He is ...
Lynne Waddington | Retired
Alex is always ready to visit. His clarity and explanations to one who knows nothing about finance are exceptional. From being confused before a visit, to knowing exactly what's going on after is worthy of praise of the highest order. I would recommend him to anyone.
Private Client
Alex is pleasant and approachable. He arranged a home visit at our convenience and took time to fully explain our options and discuss any queries specific to ourselves, e.g. will making. Alex keeps us updated with regular emails and we feel reassured that he is easily accessible if we need to contac...
Private Client
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority
Alex Wotherspoon has always looked after my interests when discussing financial matters and I believe him to be a very trustworthy and honorable man who gives sound advice and excellent support. I would not be afraid of recommending him to any of my colleagues or friends.
Private Client
Alex has always listened to our needs, understood and advised accordingly. He has always put our interests first. It is a pleasure meeting with him and enjoying the personal touch he offers.
Private Client
For several years we have received outstanding service from a very professional and trustworthy person. We feel that our interests have always come first and that any advice given has been sound. He will go the extra mile to ensure that you are happy and understand the advice given before you invest...
T.E. Ormesher | Company Director, Wigan