Testimonials

Read some of the feedback received from clients.

Paul Crispin has always given us sound advice, especially during periods of National or Global Financial Instability when we were wavering in terms of what to do with our finances. He has invariably displayed the requisite good judgement which helps breed confidence in your own decision making. Y...

Robin Knill | Retired Royal Navy Officer, Truro, Cornwall
The information I have received over the years has been constructive and very helpful. Also it has been delivered in understandable terms. I have and would recommend Paul to others.
Shirley Diment | Retired, Exeter
It is reassuring to know that our finances are in safe, professional and knowledgeable hands. Paul answers our queries clearly, with pertinent examples. Paul and Micky work very well together to support our financial needs.
C. Mackie | Chartered Engineer, Totnes, Devon
I have been very happy with the support and advice that I have been receiving, always there at the end of the phone to answer my questions. Would happily recommend.
Sheila Jackson | Retired, Wimborne
Very friendly, helpful advice. Happy to explain things. Very personalised service.
Private Client
Paul has always provided trustworthy advice. Always tailored to our specific needs. Often thinking creatively into the future for our needs and aspirations. We would not hesitate to recommend his services should anyone ask!
S & P Vodden, Civil Servant and Retired Charity Worker, Sandford Devon
Paul and Micky are a great team. They are both very approachable, friendly and likeable characters. Paul has always given me excellent financial advice in a manor that I can understand. I trust them both wholeheartedly and know they have my best interests at heart. I would recommend their servi...
Matthew Gough, Exeter, Refrigeration Engineer
We have always received thoughtful and innovative advice from Paul. My RA is performing exceptionally well.
DC
Past performance is not indicative of future performance.
Our financial adviser has taken the time and trouble to develop a close personal relationship with us so that he understands our financial needs completely. As a result, we have complete trust in his professional abilities and really value his considered advice. We would absolutely recommend him to ...
Gillian & Steve Allen
Excellent service from Paul and his Practice, I would recommend their services.
John Eade
The team at PC Financial Planning continue to deliver a first-class understandable service to us both. Would and already have recommended to others.
Jeff Sacree

As a long-standing client of St. James's Place, I have had a number of different financial planners over the years. Without exception, all have been affiliated to St. James's Place and all have provided me with exactly the advice I have needed to make the appropriate financial decisions. 
Private Client
Past performance is not indicative of future performance.
Paul has always been very professional and his advice has been helpful and sound. He is always accessible and cheerful, I would not hesitate in recommending him to anyone.
P.M Gatfield, Bridgwater
Paul has always given me sound and trustworthy advice. He’s always given me time whenever I have been in contact and I have always accepted his advice and would have no hesitation in recommending his name to anyone who asks me about a reliable pension provider.
Richard Owen | Retired, Exeter
He has always put my interests first by giving sound and trustworthy advice. We have been supported with an exceptional service in a understanding way I would not hesitate in recommending him to anyone. Thank you.
Susan Mitchener | Healthcare Assistant/Retired
Paul Crispin has helped me in planning my pension and retirement fund in a friendly and professional way and he explains things in a way I can understand. I would recommend Paul.
Kay Davey | Carer, Crediton
Having held an St. James's Place portfolio for many years I was apprehensive about forging a relationship with Micky and Paul as new investment advisers. That apprehension has been comprehensively dismissed!

Micky and Paul have provided a level of professional advice, support and guida...
Adrian Page | Retired, Wellington
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.
We have been impressed with the way Paul and Micky have kept an eye on our investments and always give good advice, in a very friendly-yet-professional way. It is good to know that a professional is keeping in touch with the investments and this is being done on a continuous basis, not what we were ...
Terry Nott | Retired, Morchard Bishop
Paul and Mickey have been so helpful in their friendly and approachable manner whilst remaining professional throughout. I feel confident that they keep my investments in safe hands and communicate regularly with me.
Gavin Scott | Cullompton
Paul Crispin and St. James's Place have dealt with my investment finances for 5 years and I have nothing but gratitude to them. Regular focused review and knowledgeable assessment of our needs, coupled with expert and sympathetic advice, have provided us with a financial readiness and confidence for...
R Bays | Retired, Torpoint, Cornwall
With the sound and professional advice we have had from Paul, our lives have changed for the better. We no longer have a mortgage, are able to make regular savings towards our pension pot, which prior to Paul's help we would not have been able to do. I would happily recommend Paul to anyone.
Private Client
As normal we have been given sound advice in the light that we have both now retired. We have been told what our investments are worth and how we could reinvest or increase our monthly income. At present we have decided to leave things as they are, but safe in the knowledge that when we are ready, w...
Margaret Fry
We have always been given good advice and had everything explained thoroughly. Since joining it has been of great benefit to us.
Peter and Ingrid Toms | Crediton
Paul has been looking after my finances for two years. He has always provided a personable, courteous service, taking time to get a full understanding of my circumstances. He then takes time to give detailed advice, explaining everything in detail. I have already recommended him to family.
Angela Rice | Administrator, Newton Abbot
I have had the pleasure of working with Paul and Micky since they became my advisers. Micky is extremely speedy in following up my requests, contacting me and asking Paul to get in touch. She is a real asset. Paul is extremely friendly and helpful, advising me in a way that I can understand easily. ...
Anonymous | Teacher (semi-retired), Sidmouth
Paul has been involved in my finances for a couple of years now. He is easy to talk to and only a telephone call away. He has my interests at heart and takes the time to explain his advice. I have recommended to past colleagues and family members without hesitation.
David Gatrell | Exeter
I have known Paul for many years and he has always been understanding and put my interests first. At this moment, he is helping me towards my goal of early retirement by giving me sound and trustworthy advice. He is always there when I need him or have any questions or concerns. I would not hesitate...
David Newbury | Railway Guard, Exeter
Paul has been extremely helpful advising me about my finances. He is very knowledgeable and takes time to explain the different options that are available and the most appropriate for my situation. He is very supportive and I am very pleased with the service he provides. I would definitely recommend...
Helen Gough | Retired Physiotherapist, Exeter
Just to say thanks to Paul for all the work you have done for me with sorting out my pensions. You kept me updated all the way, whilst I tried your patience! Nothing was too much trouble, a first class, excellent service!
Peter Gibbs | Director, Paignton
Paul Crispin has always given us the kind of advice to suit our needs and circumstances. We are pleased with the services he offers and the manner in which he conducts himself. I would have no reservation in recommending Paul Crispin to friends and relatives.
Lionel Ford | Launceston
Micky and Paul have supported Elaine & myself with my financial requirements over the last ten years. I would highly recommend their services to others in the future.
Michael Frederick Spry
From the first contact, Micky and then to Paul. They have the ability to make you feel important to them and relaxed right through the process.
Private Client, Exeter

We have always found Paul and Micky very accommodating regarding issues that have arisen over the last few years. We always received speedy responses and very professional advice.

Private Client

They are available whenever I require help with advice or administrative support. This is very valuable to me. The service and support is exceptional.

Private Client | Retired Teacher, Sidmouth