Testimonials

Read some of the feedback received from clients over the years.
I believe we have known Simon Bray for 4 or 5 years now. While he has always managed our wealth with great professionalism, efficiency and profitability our meetings with him have always been a great pleasure. Simon is generous with his time and is patient and understanding. It is clear that Si...
Adrian Abbotts, Teacher, Ashburton
Simon is the antithesis of an archetypal financial adviser. He is not loud, brash and over persuasive. Instead, he is quiet, unassuming and understated. He listens carefully and exudes knowledge and trustworthiness.
Anna Bruce-Jones
Since our very first meetup Simon has always focused on my best interests. I receive clear sound advice in a language I can understand and my investments are now working harder than ever for me. I have found Simon to be very professional and easy to deal with and I would not hesitate to recomme...
B Craig, Purchasing Manager, Newton Abbot
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Simon looks after an investment bond and a (small) family trust* for me . I told him at the outset I have no interest in the choice of investments, only in the bottom line at the end of the year. He has never disappointed me. I have not had a moment's worry and always feel my interests are safe...
Carol Whelan, Teacher, Former Solicitor and Barrister, Honiton
Simon has been most diligent in all aspects of my personal financial planning. He has always responded immediately to any issues and made personal visits whenever necessary to discuss matters. I feel confident that matters are in Simon's hands and the status of my personal finance has shown ste...
David Hindom, English Teacher, Honiton
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
I contacted Simon after becoming dissatisfied with my previous adviser. He prioritised what was most important and needed dealing with after looking at my overall financial position. I feel he has give me good and trustworthy advice suited to my personal circumstances. With Simon and his team I...
David Lamacraft, Company Director, Exeter
It is a relatively short time since I was introduced to Simon but I have been very pleased with how he has organised my finances. He explains everything clearly and encourages questions. I am confident that any advice he gives will reflect my aims for the future. I would happily recommend him t...
Diana Chance, Retired, Fleet
Simon always considers my current needs and my future aspirations before giving his carefully considered advice. His attention to detail and customer service are first class. I would have no hesitation in recommending him to any of my friends and family.
Janet Bottomley, Retired, Exeter
He has always put my interests first by giving sound and trustworthy advice. The services and support has always been exceptional – I would not hesitate in recommending him to anyone.
Mary Weeks, Retired, Exmouth
I needed someone I could trust to give me good advice and accurate information, in a simple, understandable way. Simon ticks all these boxes and more. His calm professional approach prioritises the needs of his client helping them to feel informed and confident. Simon explained everything clear...
Name supplied, Teacher