Surrey Hills Private Clients

I had such good service from Jamie. I needed to really look at my personal pension and make a decision to not only increase my contributions but also to ensure it would perform well for me. Jamie helped me with all of this. I can highly recommend him for any of your financial investment needs.

I have been using Jamie and Surrey Hills for a while now. I find Jamie to be very calm, knowledgeable, and someone who takes the time to understand individual risk concerns and appetite. I like his calm demeanour and personal touch. Thus far, the investment return on Jamie's strategy suggestions has been better than the market average, so I am delighted with that too. Overall, I am delighted with Jamie and Surrey Hills, and I would recommend him to anyone looking for their first or a new financial advisor.

I approached Jamie initially about my pension. I had set up a private pension previously but was never satisfied with how much I had understood about the process and how much control I had over my pension fund. I also had some general questions about investing for my and my children’s futures. After an initial chat with Jamie, I felt so much better about my pension. Within 30 minutes he had answered all my questions and explained a number things about which I had previously been unsure. We have since talked about other savings and investments ideas and further insights into how my retirement might look. I am very glad I have appointed Jamie as my pension and savings advisor. And I feel confident about what he can do for me and my family in the future.

I have had my pension since I was 18 and not seen much growth. I was recommended to speak to Jamie and in November 2023 transferred my pension to SJP. Jamie talked me through the plan to improve my pension performance and it has gone very well it has increased by 12% already. I highly recommend everyone looking to get a pension or improve their current one to speak to Jamie.

Over the past two years, Jamie has been an invaluable advisor to both me and my family. His support and expertise have brought us peace of mind as we navigated the complexities of managing our various pensions and planing how to make our money work for us better. He also played a pivotal role in helping us establish future investments for our children. Jamie's willingness to address our queries and provide personal insights has been greatly appreciated. My only regret is that I didn't engage in these conversations with him sooner!