David Baldry

What were the circumstances that caused you to initially look for an adviser?

My husband died in 2020 and I had various pots of money to deal with.

How has David Baldry helped you?

He has given me advice on what to do with various small pension pots acquired by my husband and I over the years as well as how to invest larger sums of money. David comes to see me on a regular basis and is always helpful.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I know of. My investments are doing well and my pension pot is building.

What were the circumstances that caused you to initially look for an adviser?

Looking for quality financial advice planning for the future.

How has David Baldry helped you?

Understand how to plan the future, David is fantastic at listening to what you want to achieve in life and then explaining the different ways to go about achieving your goals without feeling any pressure.

Have you seen the outcome you were hoping for?

Very clear solid advice.

What could they have done better?

David is a great at everything he does.

What were the circumstances that caused you to initially look for an adviser?

I was reviewing my multiple insurance policies and discovered that the policies were inadequate and incurring an expensive monthly charge.

How has David Baldry helped you?

Enabled me to now have in place more comprehensive critical illness and life insurance policies for me and my wife whilst minimising the monthly costs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I had been using the traditional high street banks for my financial advice but became disillusioned with them. So became a client of St James's Place some 15 years ago.

How has David Baldry helped you?

David became my second St James's Place adviser. He assessed my financial situation and we have progressively moved what was a historic mix of investments into a coherent portfolio.

Have you seen the outcome you were hoping for?

Yes. I am pleased with what has happened.

What were the circumstances that caused you to initially look for an adviser?

I was offered a transfer settlement in respect of a final salary scheme and unsure whether to accept.

How has David Baldry helped you?

He has advised on various pension schemes and arranged for them to be consolidated with SJP.

Have you seen the outcome you were hoping for?

Yes