Crossfield Financial Planning
Partner Practice of St. James's Place Wealth Management
“Carl has been our Financial Adviser over several years. Carl has given us options, advice and guidance which have proven to be very beneficial and life changing. We believe that trust and honesty are paramount when you are dealing with your life savings and future plans. We have always found Carl to be very professional, honest and knowledgeable and we have recommended him to friends, who are now also clients.”
Tony Lee, Retired, York
“I would not hesitate to recommend Carl to anyone, he has been a great support to me and my late husband. The service and support has been exceptional at all times.”
“I have always found Carl to be an honest, trustworthy and professional adviser. He was a tremendous help to me in sorting out my late husbands estate and he has also assisted both of my sons with their financial planning to great effect. I always feel he acts in my best interests and I would have no hesitation in recommending him to anyone.”
W Nendick, York
“We were actively seeking new wealth adviser's as we had been unhappy with the company for some time, then we were contacted by Carl our new personal adviser. What a difference the service support and sound advice he gave resulted in a noticeable increase in our income and in our confidence. We recommend him whole-heartedly.”
“Carl Crossfield has been looking after my financial affairs for several years and I have always found the service and support he has provided to be of an exceptional standard. He has always put my interests first and I have been so pleased with his work that I have asked him to help put a close relative's financial affairs in order. I could not recommend him highly enough.”
Hilary Dexter, Teacher, Harrogate
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.
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.