The Heritage Partnership - Partner Practice of St. James's Place (Singapore) Pte Ltd
4.9/5
★
based on 8 reviews
Contact The Heritage Partnership - Partner Practice of St. James's Place (Singapore) Pte Ltd
| Address : | 1 One, Raffles Pl, Singapore 048616 |
| Phone : | 📞 +98 |
| Website : | http://theheritagepartnership.asia/ |
| Categories : | |
| City : | Raffles Pl |
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Gaurav Malhotra on Google
★ ★ ★ ★ ★ Extremely professional team with amazing service and well targeted investment ideas. Been working with James and team for over 5 years now and super satisfied with their services.
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Manoj Mistry on Google
★ ★ ★ ★ ★ Working with the Heritage Team to meet my financial objectives has been a real pleasure. The Partners are professional and support the drive towards customer service excellence. I have had the pleasure of working with Daniel Brunner in a mutual client coverage role that stems from a 20+ year relationship.
Daniel also brings his expertise from his days as a Senior Coverage Banker with a large Investment Bank and has mounded his Private Client attributes into the foundation of the Heritage platform. Again a real pleasure to work with this team.
Manoj Mistry
Managing Director
IBOS ASSOCIATION LTD
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Wendy Nussey on Google
★ ★ ★ ★ ★ I would highly recommend The Heritage Partnership for investment management. I have found them professional and am extremely satisfied with their services. They offer regular financial updates and suggested adjustments to gain the highest return from your investments, all with a personal touch.
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Remco Maljers on Google
★ ★ ★ ★ ★ I have worked with St. James's Place since 2018 and could not have chosen a better partner. Above all above market returns, but also a very personal approach which is close to impossible to find elsewhere. I can recommend The Heritage Partnership to anyone looking for a solid investment partner.
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sammi shen on Google
★ ★ ★ ★ ★ My husband and I have been working with Charles Edwards to manage our financial plan for several years now.
We have found him to be very professional, knowledgable and friendly.
His advice is solid and produces good results, even getting us through difficult market times.
We highly recommend St. James Place (Singapore) and The Heritage Partnership for long-term investment and retirement planning
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John Bell on Google
★ ★ ★ ★ ★ I have been working with Charles Edwards for a few years now, following a few years with a rather different (and disappointing) financial adviser. Charles' professional approach, knowledge of investment options and a willingness to engage and discuss has resulted in a very different and positive relationship in which I am much more confident that my pension is in much safer hands with the Heritage Partnership/St James's Place. The returns have grown as predicted and I am always able to discuss options and changes as needed.
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Simon Reitmaier on Google
★ ★ ★ ★ ★ We’ve had a very positive experience working with The Heritage Partnership team over the last 3 years and recommend their range of financial services. We’ve been advised by Charles Edwards and are impressed with his professional, yet personal approach, to financial planning and ultimately the performance of our investment to date. Charles has always taken great care to listen to our interests and needs and provided us with timely advice and flexibility to tailor the portfolio accordingly to effectively manage risk vs returns.
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Erin Janet ROGERS on Google
★ ★ ★ ★ ★ I’ve been fortunate enough to work with Michael over the past year. From the beginning, Michael made me feel at ease and took the time to really understand my financial context as well as future goals. He was able to offer invaluable advice and guidance to me as a first time investor, but also always made me feel like I was in control and that my opinions mattered. I really appreciated the time he took to walk me through certain steps, and how committed he has been to ensuring that I both understand and am comfortable with the decisions we make. I’ve really come to enjoy the meetings we have regarding my investments, as his obvious knowledge and passion for this field always make for an interesting discussion. I am extremely satisfied with his service and am excited to continue working with him in the future.
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