Hampshire Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
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“The key to all successful relationshops, whether in business, family and/or financial advice, is trust. We have now worked with Nick Clegg and his partners for over five years and have always had complete trust that he advises and acts for us in our best interests. He always puts our needs above those of his own.”
V. A. and D.M Willson, Retired Local Government Officer and Retired Accountant, Emsworth
“Nick has been supporting us for many years with comprehensive expert financial planning guidance, including inheritance planning. Nick provides a truly personalised 'trusted adviser' service, backed up by the considerable strength of St. James's Place; an exceptional win/win. The guidance has always been informative setting out the options, whilst we always feel in total control of the decisions. Accordingly, we would not hesitate in recommending Nick to anyone, including family and friends. ”
“During the years that Nick Clegg has been acting for us with our investments, we always feel secure with the expert advice and support he gives us. He always maintains a high level of professionalism and is always available for any queries we may have. We would not hesitate to recommend him to anyone needing financial advice.”
“Nick has been dealing with our personal finance for several years. Initially, his recommendations improved significantly and subsequently they have continued to perform. Nick carries out periodic reviews with us, suggesting new ideas. He is bright and trustworthy and always professional in his dealings with us. I have no hesitation in recommending him to anyone seeking good advice.”
John Stimpson, Chartered Accountant, Chichester
“I have been working with Nick and Hampshire Financial Planning Ltd since 2014 and have been very impressed with the way he has looked after us. Since advising on my pension I have been delighted with the performance of my funds and also the fact that they are regularly monitored to ensure the best people are managing my money at any given time. This gives me huge peace of mind. In addition to this, Nick has also saved us considerable amounts of Corporation Tax and Income Tax through prudent tax planning. Nick is in regular contact and always delivers on what he says he will. I wouldn't hesitate to recommend Nick's services to anyone looking for regular advice from a friendly professional adviser they can trust.”
Simon Garbett, Chairman
“We first met Nick Clegg in December 2011. Nick immediately impressed us with his knowledge and understanding of our needs and made sure we knew what the options were. Nick has maintained contact since our initial meeting and periodically visits us to review our financial situation and needs. We look forward to many years having our investments overseen by Nick Clegg.”
R.G. and E.M. Sillence, Retired, Portsmouth
“I am very happy with Nick Clegg as my financial adviser. His ability to speak in plain English without jargon and to explain seemingly complicated matters in a friendly and informative manner are very encouraging. Meetings are held at my convenience and are well structured in advance with a clear, notified agenda. Informative, regular updates and well presented reports give me up most confidence in his qualifications and professional expertise.”
Peter Simpson FCCA MAAT, Chartered Certified Accountant, Lymington
“Nick has handled my financial affairs for three years now and, having had bad advice in the past resulting in dismal under performance, it gives me great peace of mind to know that, under the umbrella of St. James's Place, he is handling them competently and professionally. Nick is personable and approachable, I receive regular updates and visits and I have no hesitation in recommending him.”
“A once in a lifetime windfall left me with a nice problem. However, I had insufficient financial knowledge to best use this. The solution to my problem was Nick Clegg. His sound and trustworthy advice has resulted in my complete satisfaction. I cannot speak too highly of his expertise and support. I would recommend him to anyone with a "nice" problem to solve.”
Anonymous, Archive Researcher, Portsmouth
“We have known Nick for just over four years in his capacity as our Financial Adviser. He is a very personable and easily approachable young man and and has always put our interests first, by giving sound and trustworthy advice. The service and support he provides is exceptional and we would highly recommend him to anyone.”
Sue and Mike Mundy, Retired Teacher & Business Owner, Ryde, Isle of Wight
“Since knowing Nick we have been extremely impressed with the way he conducts himself. He is totally professional both in his manner and the excellent service he provides. He always has time to explain things and nothing is too much trouble. The advice we have received and acted upon has proved exemplary and we are delighted with the results. We would have no hesitation in thoroughly recommending Nick to anyone.”
Geoff Clement, Retired, Fareham
“Nick was introduced to us when we were looking to take benefits from our pensions. From day one, Nick has been friendly and approachable. He has always delivered on everything he has said and has also introduced us to other professional services. I would recommend him to anyone needing a personal service and expert advice.”
Michael Freeland, Retired, Stubbington
“Nick helped us to plan our retirement. We were very pleased with the personal touch that he displayed and the fact that he explained everything very clearly. He was extremely helpful and nothing was too much trouble. We found him to be very knowledgeable and reliable in coming back to us with the right solution.”
P. J. Hobbs, Portsmouth
“Nick's professional services have been of inestimable personal benefit for many years. Recently, my circumstances have included the challenges of coping with early retirement, moving house and administering PoA. Nick's support throughout has been simply indispensable. Always most diligent and highly professional - exercising his characteristically remarkable attention to detail. His services have recently been recommended to a very close friend and similarly, I would not hesitate in recommending him to anyone. ”
David Fricker, Retired Civil Servant, Portsmouth
“I have known Nick for 4 years and he looks after my pension. He was able to take several pensions from old employers and put them in one place greatly simplifying things. I now have peace of mind that my money is being well looked after. Nick is friendly and professional and is regularly in touch.”
Kate Monaghan, Director, Winchester
“Nick's professionalism became immediately visible to me the first time I met him, a few years ago. His thorough and patient approach was friendly and without pressure, something I still appreciate to this day. In times of high uncertainties he came up with a tailored solution to my desire to invest cautiously. Nick's imaginative approach produced a few scenarios. He had against him quite a difficult financial climate and, most of all, my anxiety. He pulled the right solution for me and I'm grateful for what he has done and his ongoing support.”
Anonymous, Magistrate, Portsmouth
“I was first introduced to Nick in 2008. Since then he has been acting as my financial adviser. I have always found Nick most professional and reliable. He is readily available to answer any queries. I appreciate the clarity with which he explains financial investments.”
R Gausden, Lecturer, Portsmouth
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Hampshire Financial Planning Ltd is registered in England and Wales, Number 9294955. Registered Office: Grain Floor East, Winchester Road, Southampton, SO32 1AH.