Testimonials
Read some of the feedback received from clients.Having used David’s services for over 25 years we view him as part of the family, assisting us in maximising the growth of our capital, keeping taxes to a minimum, whilst introducing new ideas to retain wealth in the family for the future. The decisions are ours but the ideas are normally his.
Past performance is not indicative of future performance.
From the outset David has been very personable and we have quickly built a strong rapport and trust. David has a thoughtful approach in his engagement and has been exceptionally helpful in identifying and focussing on my priorities. David (and his team) are very accommodating and have provided ...
I was introduced to David about 6 years ago and his grasp of what was a challenging issue was clear, calm and reassuring. The performance of the products David recommended has been outstanding. I value David's opinion across a range of financial issues, and look forward to our update sessions.
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
David's service is impeccably professional, highly efficient and I would unhesitatingly recommend David.
David has been extremely helpful to me in managing my financial investments and in adjusting to my changing circumstances. He is professional and knowledgable and has a manner and style which I find very easy to work with. He is always responsive without being purely reactive and is persuasive ...
David has provided advice and guidance to me for several years now, making and saving me considerable amounts of money. His integrity, application and understanding are top rate and I would recommend him highly.
David has been advising me for nearly 20 years and in all that time I have never felt hassled into, or done, anything that I did not want to do or that was not fully explained to me. I have always felt that David's driver has been to help my wife and I in our financial health and well being. In...
I have worked with David for many years. He has been consistently helpful in providing advice about asset allocation and diversification, investments, general tax, retirement, trust and estate planning. He is always totally professional and objective in his opinions. He is very responsive. His ...
David Moran at St. James's Place has provided me with investment advice for more than 10 years. He is able to keep track of my affairs and help guide me on a proactive basis. The service is centred around regular meetings at which he produces a useful portfolio update on which discussion revolv...
We live in a world of information overload. Advice comes from multiple sources and is often conflicting. In a world of increasing complexity, I seek simplification and advice from a single, trusted source. David provides exactly that, and does so with charm and patience!
David Moran is both extremely professional in his approach for our family financial planning and understanding of our requirements. I always feel comfortable in referring friends to him.
