Testimonials
Read some of the feedback received from clients.I have always been sceptical about investing my money. However, with the help and support of my Financial Adviser Adam I have become more confident. He always takes the time to explain things very carefully and ensures that I am happy with any decisions I make. He is Highly Recommended.
Adam has provided me with financial guidance and support over several years. Adam’s advice has always been transparent and ethical, taking time to detail the services that Letts Wealth Management provide, so that any decision is based on a clear, factual understanding. I have always appreciated an...
The advice supplied by Mr Dean Kelly has been an absolute godsend, whilst I was in employment, and especially since I retired. This advice has been given in a professional yet easy to understand form, which even a financial novice, like me, can comprehend. Dean keeps me informed of all and any ...
We have implicit trust in the financial advice and the support we receive from Mr Letts. Since placing our finances in the hands of St. James's Place we have felt rest assured that our money is invested safely and ethically. We would definitely recommend their services to family and friends.
There are two reasons that I highly recommend Adam Letts. I was having problems with my company pension administrator who were slow to react and deliver what I needed. Because of Adam’s experience, he knew the company and knew which ‘buttons’ to push to get them to deliver. Once this problem wa...
Past performance is not indicative of future performance.
Adam was recommended to me and from the outset, I was impressed by his approach. I value every aspect of his financial planning / advisory work but, in particular, I wish to highlight:
- His careful preparation for and follow up to meetings.
- His ready availability for and be...
Dean Kelly was first class and kept us informed at all times, giving us trustworthy advice. He was exceptional and would highly recommend to anyone.
Dean Kelly of Letts Wealth Management, St. James's Place is a trustworthy and extremely professional adviser. He has always put the financial interests of my family and I first. His guidance and advice has been much appreciated and will be hopefully for many years to come. Dean explains things ...
You took the time to listen to and understand my financial needs. This gave me every confidence that my financial goals were understood.
We feel his advice is positive to understand, he has your interest at heart, the best advice for your money. I would recommend Adam Letts to anybody I know. A real professional.
It was a pleasure meeting Adam Letts recently for a review of our finances, in particular our Pensions (paid up and ongoing) to see if they will adequately meet our future needs. Adam's approach was extremely professional, friendly and after some exhaustive research from him, he was ...
Right from our initial meeting, Adam has been a dependable, knowledgeable and affable adviser. Taking care, fully to understand our needs, Adam enthusiastically helps us achieve them. He’s always happy fitting in around our hectic schedules and delivering at our own pace – both ‘we want it now!...
My husband and I met Adam recently. His advice was clear and concise and tailored to our needs. I have no hesitation in recommending him.
We have known Adam for several years and he has consistently given us sound and trustworthy advice. He listens to our needs and requirements and ensures we understand the various processes. We would recommend him without hesitation.
Adam has managed our investments for a number of years. He is candid and skilled in his advice recognising client needs. He is a man of considerable integrity. All meetings are conducted efficiently and in a courteous manner. I have no difficulty in recommending him to friends and family. I would al...
I found Dean and Adam's advice prior to moving my pension very helpful. They explained things in detail and Dean has continued to provide clear and transparent guidance whenever we catchup. I would happily recommend both of them and in fact have already recommended Dean on a couple of occassions....
My husband and I had multiple pension pots spread across various providers and knew we had to consolidate for our retirement planning. Our finance advisor, Dean Kelly, made the entire consolidation process seamless and stress-free. He took the time to understand our needs, provide clear guidance,...
