The Partner Practice 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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

John WhiteJWA Wealth Management

I am sincerely grateful to my clients who took the time to provide us with invaluable feedback. Thank you for your support. It was rewarding for me to hear the ongoing service I provide my clients is received so positively. I will continue to review and enhance my service on a regular basis to ensure I always meet client expectations.

Over the years John has given us sound advice. He has alaways been there when we require any help and we both count him asa friend as well as our financial rock.

Jessie Goodhand, Woodhall Spa

John provides an exceptional service and has the ability to quickly put people at ease.He clearly puts his clients interests first and goes out of his way to look after his clients. I am happy to recommend him to my family and friends.

Claire Parker, Horncastle

John has been first class. I live alone and needed advice I could trust. He was thorough in going through my financial position and then offered sound and trustworthy advice. Ongoing I get updates regularly on how my investment is performing. I would recommend him to anyone.

Joan Young, Boston

We have always been provided by a prompt, direct, attentive service by John and his team and hope to continue the benefits of his knowledge and services offered in the forth coming years. As successfully as we have done in the past.

Name and location withheld

Alexander House, 2 Market Street, Spilsby, PE23 5JT • Telephone: 01790 754 930 Website: www.jwawealthmanagement.co.uk

Senior Partner Practice of St. James’s Place Wealth Management

JWA WEALTH MANAGEMENT

JWAWEALTH MANAGEMENT

SENIOR PARTNER PRACTICE

CLIENT SURVEY RESULTS

100% of clients who responded were either ‘satisfied’ or ‘very satisfied’ with the service we providew

Following a positive response to the recent client survey I conducted, I have produced this short summary of the key messages. The survey covered several sections, including overall satisfaction and a number of items relating to the service we provide.

Very satisfied

Indifferent

Very Dissatisfied

Satisfied

Quite Dissatisfied

66%

34% Satisfaction of service

Number of respondents: 29

Excellent

Average

Very Poor

Good

Poor

62%

38% Relevance of advice

Number of respondents: 26

We asked our clients to provide their views on a number of items regarding the service we provide ranging from relevance of service to helpfulness of staff.

100% of clients would be happy to recommend

my service to others

Money does matter in life. Let JWA Wealth Management

help you manage yours.

Excellent

Average

Very Poor

Good

Poor

59%

30% 11% Clarity of communication

Number of respondents: 27

Very satisfied

Average

Very Poor

Good

Poor

57%

35% 8% Meeting your expectations

Number of respondents: 26

Excellent

Average

Very Poor

Good

Poor

52%

44% 4% Helpfulness of staff

Number of respondents: 25

Excellent

Average

Very Poor

Good

Poor

41%38%

13% 8% Frequency of contact

Number of respondents: 24