Mark Setter Wealth Management
Associate Partner Practice of St. James's Place Wealth Management
“I met Mark through networking and was looking to make some small investments at the time. He has been really helpful in offering sound advice without any pressure to buy/invest in his products/services. Mark is knowledgeable about the financial markets and explains it in simple terms. I am confident that he offers honest advice and is trustworthy with confidential information. I would be pleased to recommend him to anyone.”
“I met with Mark to review my pensions and he was very thorough, helpful and knows his subject. He gave good advice and even recommended that some of my pensions should be left where they were. Definitely recommend.”
J.E Parker, Newdigate
“Mark has been a great help in reviewing my pensions and offering expert advice. He is very friendly, highly efficient and very professional in meeting to discuss options and advice, all queries are answered promptly and he goes beyond the norm to help in every way. I can’t recommend him enough to anyone wanting advice and help with their pensions, I’m delighted to have him as my advisor and friend.”
Richard Excell, Epsom
“Mark very kindly reviewed my pensions for me. He is utterly professional at all times and was extremely efficient and friendly. He always answers any question promptly and has always kept any appointment we had planned. He made the very confusing pension field very simple and easy to understand. I would highly recommend Mark and will definitely continue to use him. I would like to say I can class him as a friend now too.”
Sally Pleasance, Sutton
“Mark has been our financial advisor for the past twenty years. We have found him to be utterly professional, offering us friendly, efficient service. Telephone calls and emails have always been answered quickly and appointment times scrupulously adhered too. Suggested investments have been explained clearly and possible risks outlined. Mark has been interested in us as people as well as clients and we are delighted to have him as our advisor and friend.”
Anne and Geoffrey, Purley
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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.