Testimonials
Read some of the feedback received from clients.She has the kind of deep subject knowledge that you suspect only comes from having the experience to put each new financial change into proper context. Moreover, she listens and understands us as people so that having her as our adviser has become a relationship we truly value. She's completely dese...
I have only known Max for 9 months, but during that time she has impressed with her approach towards my retirement planning. A few home truths helped me make decisions I had been putting off for years, and whilst time will only tell how much we achieve, the enthusiasm of Max and her team are second ...
I have been a client of Minaxi for about 15 years. She has always given such honest helpful advice. Her exceptional support has significantly helped me to grow personally and in business far beyond where I thought I could. Minaxi is very knowledgeable with a friendly manner, and always has time...
Placing your financial future into someone’s hands, you have to trust that person and believe they’ll give you and your family the best advice for the long term. Max has done just that, providing us with guidance covering a wide range of aspects of our future. The best recommendation I can give is I...
I have known Max Patel for over 20 years. In that time, she has managed my finances and I can honestly say I would not want anyone else to manage my portfolio. She is a very capable, calm and professional person and my portfolio has gone from strength to strength. This is down to Max’s skill and exp...
Max Patel has been our adviser for a number of years now, and we greatly value her advice and friendly service. Max is always responsive and helpful. We are extremely pleased with the performance of our funds to date and appreciate Max’s input to our financial planning for the future.
Max Patel has been financial adviser and wealth manager to my wife and I for many years and we have found her to be exceptionally professional, thorough and proactive in her handling of all aspects of our finances and assets. Max has a wide knowledge and is both reliable and trustworthy. She is a tr...
Has been a huge learning curve for me about how & where to invest my funds. Great advice & explanations, always approachable & happy to give further recommendations. A great team @ SJP in Milton Keynes.
Max has given us clear, concise and accurate advice in the matter of consolidating our pension funds and maintaining a well-built fund. She is a consummate professional and we appreciate her 'down to earth' advice and friendliness.
Always happy with service received from Max. Always looking at your best interests with recommendation of best outcomes for you. All very professional.
Max has been our financial Partner for over 12 years. During this time she has developed a good understanding of our lifestyle and future expectations. She has enabled us to achieve a comfortable early retirement through her clear explanations of the options available. We have always trusted her ...
Max delivers clarity and stellar advice which gives us great confidence in our investment plan.
Max has been our adviser for some 5 years now and our investments with her have given us a very healthy return. She is always available for a chat and gives honest and helpful advice. We would highly recommend her to anyone seeking financial advice.
Past performance is not indicative of future performance.
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
Given the market uncertainty experienced over the last few years, I would have no hesitation in recommending Max Patel and SJP. I have found them to be extremely knowledgeable, providing clear, trustworthy advice whilst always putting my best interests at the forefront of all advice given. Furthe...
