We provide bespoke financial planning solutions. Our approachable and friendly team of professional advisers offer both personal attention and over 140 years of combined experience to meet all your financial goals.
Just a few words regarding St. James's Place, it’s an excellent company to be dealing with and I’m happy with how they are looking after my finances. Regarding Dan Montagu, I receive great communication and I’m very happy with the way he looks after my finances. His customer service is outstandin...
Adam has always put my interests first. We had only just completed investments as new clients with Prospera Wealth Management when I experience a bereavement that impacted on those investments. Adam and Jess have provided me with immeasurable financial support and helped me to manage the investme...
Adam Ellis has been my adviser for the past nine years. He listens to my aspirations and any concerns and recommends a course of action to meet my personal circumstances. I have regular reviews and I am contacted regarding any changes in taxation or if fund switches are advised. I have recommended h...
Adam has been fantastic from the moment we came for our first client meeting, taking time to explain things clearly in a way that is easily understood. He inspires confidence in the advice and support that him and the team provide. Trusting Adam and the team with our financial planning has been the ...
Adam Ellis and his team at Prospera Wealth Management have always provided 1st class advice with an excellent support network. Professional, friendly and well informed, I would not hesitate in recommending his services to anyone.
Adam has been our financial adviser for many years. He is an exceptional person. He is always prepared to listen and offer advice and assistance in any way. He is a consummate professional. And both my wife and myself would have absolutely no hesitation in recommending him to anyone.
We have dealt with Adam and his office for many years and have always been given honest and professional advice, we would not hesitate in recommending him to anyone. In fact we have recommended him to various friends and family several times.
The advice and service provided by Adam Ellis and his team at Prospera is second to none. Always pleasant and helpful and available to give advice on financial matters. We, and other members of our family will happily continue to make use of their excellent service.
I first met Adam when he was giving an online seminar in conjunction with Clever Accounts. I found the whole thing very stimulating which lead to me following up on some of the insights given that night. Right from our very first Zoom I found Adam to be very professional giving sound advice as and w...
Right from our first meeting Adam provided excellent service and great advice which I considered to be the best for my circumstances. His in-depth knowledge and continual research provides reassurance, his professional personal manner makes communication and understanding easy. I have not hesitated ...
Adam and his team have provided invaluable advice to assist our financial planning over several years. I have never felt under pressure to make decisions and have always been able to review the options and weigh up pros and cons. I particularly like the personal service and long-term view that the t...
Adam and his staff provide a first class customer service. The reliable advice that is offered is tailored to meet your changing needs at any given time. They are a pleasure to deal with and I have no hesitation in continuing to recommend their service to anyone who is service about optimising th...
I have personally dealt with Adam Ellis for over 15 years. I have found him both professional and genuine providing sound and trustworthy advice. The service he has provided me over the years has and remains first class. I would not hesitate in recommending him to anyone.
Adam supplied a wonderful service and provided us with options about our finances that we would not have otherwise considered. This has enabled us to approach our future with a very different mindset and has made our life and our financial management simpler and easier. Thank you Adam.
Adam's enthusiasm/ability to explain and demonstrate options over the years for our portfolio has been much appreciated. Adam is a trustworthy individual who creates an excellent relationship with his easy friendly manner, we can highly recommend him to other people with the utmost confidence knowin...
We have been very pleased with the service Adam Ellis has provided in helping us sort out our finances. Having reviewed our circumstance, any recommendations Adam made were explained in a clear and precious manner. If at any point we struggled to understand anything, Adam made the time to explain wh...
We have known Adam now for 6/7 years and during that time we have found him to be very easy to deal with, always available and his help and advice has been invaluable. We have and would recommend him and St. James's Place to anyone seeking investment advice.
Adam Ellis and his team have always provided a great service and looked after my and my wife's investments, pension and financial needs and requirements to our extreme satisfaction and keeps us regularly informed regarding any changes to our portfolios. I would not hesitate to recommend Adam and his...
I have dealt with Adam Ellis for many years, both for investments and my pension. His advice is always personal and trustworthy. His support and service, including that of his staff, is exceptional. I would recommend Adam to anyone.
Adam has been providing our financial advice and support for many years. We have always found that he has exceptional knowledge in all areas, his expertise and attention to detail and a genuine interest in achieving the best results in handling our financial affairs cannot be faulted.
Adam provides advice and guidance in a prompt and timely manner. His range of financial expertise has been invaluable in helping us to make a number of decisions around our future investments. He is always happy to clarify and advise on any issues as they occur. We feel confident that Adam always ac...
We have known Adam for many years now. We needed someone that we could trust and give advice in a way that we understood. Adam fitted the criteria perfectly. The service provided by him and his team at Prospera has been exceptional. We would not hesitate in recommending him to anyone, in fact we hav...
Adam has been our financial adviser for a number of years, having been recommended to us by a friend. Due to his exceptional advice and support we are enjoying a retirement we never thought was possible. Adam;s commitment and professionalism, together with that of his team, are second to none. We wo...
He always ensures we fully understand the advice we receive. We have every trust and confidence in the professional service he provides. We would highly recommend him to anyone who is looking for an exceptional service. We are, and continue to be impressed. We really like the one-to-one advice we...
Adam has been our financial adviser for a number of years. He has always been available when we have needed any information or support. We have always had total trust in his judgement. He has steered us in the right direction for wills* & tax problems. We have no hesitation in recommending Ad...
*Wills involve the referral to a service which is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.
My wife and I have dealt with Adam Ellis and St. James's Place for many years. We appreciate the sound and trustworthy advice he has always given us. In particular we appreciate the effort Adam always puts into managing our finances and keeping us constantly informed. We would, and have, recommen...
Adam always explains things in a clear, open and honest way, so that we are able to fully understand the advice he offers. Adam’s patience and up-to-date knowledge has given us invaluable support and the confidence to recommend his services to a number of family and friends.
Adam has always given us a good, solid advice. He takes time to understand our needs/concerns and is always on hand to give reassurance/assistance when required. The service provided by the whole team is excellent and we would not hesitate to recommend their services to anyone.
The service I have received from Adam has always been first class and so professional, he has always put my interests first. The advice he has given me always puts my mind at rest, knowing that I am in safe hands. I would not hesitate in recommending Adam to anyone.
We have dealt with Adam for several years and always been highly satisfied with him, giving us complete confidence in his advice and always putting our interests first. The service we have received has been exceptional and we would not hesitate to recommend Adam and St. James's Place to my family...
We have known Adam for many years and without his advice we would not be where we are today – financially secure and retired. We needed someone that we could trust and could give us advice in a way that we understood – Adam fitted the criteria perfectly. The service and support from him and his t...
Adam has been our financial advisor for a number of years and his advice has been invaluable in our pursuit of a comfortable retirement. He gives sound advice and explains fully and clearly his reasons for doing so. He is readily available to give help and advice on any issue, not just investment...
Adam is highly professional in all aspects of his job. He gives sound advice which he follows through. He explains things thoroughly and carefully so you understand. He always answers queries promptly. Nothing is too much trouble for him and I would highly recommend him.
Working with Dan has been a great experience. He explains things clearly, gives clear investment advice and is always available for a call or meeting when required. More importantly, Dan is proactive and comes to me with suggestions for changes to my investment portfolio to maximum its potential....
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
After many years of watching my pension reduce greatly in value, it was clear that by the time my wife and I retired, we would be in dire straits. If it were not for finding Dan Montagu of St. James's Place. Dan was very good at reducing our current fears and made us feel comfortable over time be...
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
After getting divorced and becoming a single parent, I worried about how I would manage financially. Dan has given me sound, professional, and tailored advice, and this was especially helpful when pensions began to be impacted by the pandemic. His expertise and knowledge mean I feel much more con...
Dan gives clear, timely advice and explains everything in a way that enables you to understand what you need to do in order to make the necessary decisions. He is always extremely responsive and proactive in suggested planning strategies.
Transitioning from a professional rugby player into the ‘real world’ was a daunting task for me. Unfortunately, over my career, I was not able to create much savings and at 29 years old I was entering an entry-level office job. I have never really taken any financial advice until I spoke with Dan...
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
Dan has worked with my wife and me to maximise our investment opportunities for a number of years. He has made the process of consolidating our investments beyond easy, with sound and professional advice, but also with a friendly and open approach. Working with Dan has provided us with a successf...
Dan is the best Adviser I have worked with. He is patient and calm in approach and takes time to explain all the details of my investments and pension. I am not the easiest client and need a lot of hand holding, but nothing is too much trouble for Dan. He is a real expert and I always feel as tho...
I have been with St. James's Place since 2019, Dan Montagu came to my house and everything was explained in full detail, nothing was ever forced, just advice given. His knowledge and manner were second to none. I now feel I have a confidante and do not have to concern myself regarding my finances...
Prospera Wealth Management have satisfied all my needs at a time when I thought I was going to lose everything. They helped me through the process of transferring my funds and are investing it carefully so that I can have a comfortable and affordable retirement.
Dan has helped me and Janet a lot and I value the personal relationship. I trust his advice and have referred him to my family and others.
Dan is very knowledgeable, and I trust him. He is very approachable, polite and considerate of my needs.
Dan has helped shape our financial future with sound and consistent advice. Dan is always personable and approachable, and continues to be enthusiastic and committed to helping us plan for retirement.
I have worked with Dan for a number of years. Dan has provided excellent advice; he understands my priorities, keeps these under review and is proactive in making suggestions about managing my portfolio in the most efficient and effective manner possible. Dan is also very personable, responsive, ...
My wife and I have been with St. James's Place since 2018. Their representative, Dan Montague, is professional and provides a high level of service which has resulted in the growth of our portfolio. The key for us was the ability of the Adviser to be approachable and happy to answer questions whi...
Just a few words regarding St. James's Place, it’s an excellent company to be dealing with and I’m happy with how they are looking after my finances. Regarding Dan Montagu, I receive great communication and I’m very happy with the way he looks after my finances. His customer service is outstandin...
Adam has always put my interests first. We had only just completed investments as new clients with Prospera Wealth Management when I experience a bereavement that impacted on those investments. Adam and Jess have provided me with immeasurable financial support and helped me to manage the investme...
Adam Ellis has been my adviser for the past nine years. He listens to my aspirations and any concerns and recommends a course of action to meet my personal circumstances. I have regular reviews and I am contacted regarding any changes in taxation or if fund switches are advised. I have recommended h...
Adam has been fantastic from the moment we came for our first client meeting, taking time to explain things clearly in a way that is easily understood. He inspires confidence in the advice and support that him and the team provide. Trusting Adam and the team with our financial planning has been the ...
Adam Ellis and his team at Prospera Wealth Management have always provided 1st class advice with an excellent support network. Professional, friendly and well informed, I would not hesitate in recommending his services to anyone.
Adam has been our financial adviser for many years. He is an exceptional person. He is always prepared to listen and offer advice and assistance in any way. He is a consummate professional. And both my wife and myself would have absolutely no hesitation in recommending him to anyone.
We have dealt with Adam and his office for many years and have always been given honest and professional advice, we would not hesitate in recommending him to anyone. In fact we have recommended him to various friends and family several times.
The advice and service provided by Adam Ellis and his team at Prospera is second to none. Always pleasant and helpful and available to give advice on financial matters. We, and other members of our family will happily continue to make use of their excellent service.
I first met Adam when he was giving an online seminar in conjunction with Clever Accounts. I found the whole thing very stimulating which lead to me following up on some of the insights given that night. Right from our very first Zoom I found Adam to be very professional giving sound advice as and w...
Right from our first meeting Adam provided excellent service and great advice which I considered to be the best for my circumstances. His in-depth knowledge and continual research provides reassurance, his professional personal manner makes communication and understanding easy. I have not hesitated ...
Adam and his team have provided invaluable advice to assist our financial planning over several years. I have never felt under pressure to make decisions and have always been able to review the options and weigh up pros and cons. I particularly like the personal service and long-term view that the t...
Adam and his staff provide a first class customer service. The reliable advice that is offered is tailored to meet your changing needs at any given time. They are a pleasure to deal with and I have no hesitation in continuing to recommend their service to anyone who is service about optimising th...
I have personally dealt with Adam Ellis for over 15 years. I have found him both professional and genuine providing sound and trustworthy advice. The service he has provided me over the years has and remains first class. I would not hesitate in recommending him to anyone.
Adam supplied a wonderful service and provided us with options about our finances that we would not have otherwise considered. This has enabled us to approach our future with a very different mindset and has made our life and our financial management simpler and easier. Thank you Adam.
Adam's enthusiasm/ability to explain and demonstrate options over the years for our portfolio has been much appreciated. Adam is a trustworthy individual who creates an excellent relationship with his easy friendly manner, we can highly recommend him to other people with the utmost confidence knowin...
We have been very pleased with the service Adam Ellis has provided in helping us sort out our finances. Having reviewed our circumstance, any recommendations Adam made were explained in a clear and precious manner. If at any point we struggled to understand anything, Adam made the time to explain wh...
We have known Adam now for 6/7 years and during that time we have found him to be very easy to deal with, always available and his help and advice has been invaluable. We have and would recommend him and St. James's Place to anyone seeking investment advice.
Adam Ellis and his team have always provided a great service and looked after my and my wife's investments, pension and financial needs and requirements to our extreme satisfaction and keeps us regularly informed regarding any changes to our portfolios. I would not hesitate to recommend Adam and his...
I have dealt with Adam Ellis for many years, both for investments and my pension. His advice is always personal and trustworthy. His support and service, including that of his staff, is exceptional. I would recommend Adam to anyone.
Adam has been providing our financial advice and support for many years. We have always found that he has exceptional knowledge in all areas, his expertise and attention to detail and a genuine interest in achieving the best results in handling our financial affairs cannot be faulted.
Adam provides advice and guidance in a prompt and timely manner. His range of financial expertise has been invaluable in helping us to make a number of decisions around our future investments. He is always happy to clarify and advise on any issues as they occur. We feel confident that Adam always ac...
We have known Adam for many years now. We needed someone that we could trust and give advice in a way that we understood. Adam fitted the criteria perfectly. The service provided by him and his team at Prospera has been exceptional. We would not hesitate in recommending him to anyone, in fact we hav...
Adam has been our financial adviser for a number of years, having been recommended to us by a friend. Due to his exceptional advice and support we are enjoying a retirement we never thought was possible. Adam;s commitment and professionalism, together with that of his team, are second to none. We wo...
He always ensures we fully understand the advice we receive. We have every trust and confidence in the professional service he provides. We would highly recommend him to anyone who is looking for an exceptional service. We are, and continue to be impressed. We really like the one-to-one advice we...
Adam has been our financial adviser for a number of years. He has always been available when we have needed any information or support. We have always had total trust in his judgement. He has steered us in the right direction for wills* & tax problems. We have no hesitation in recommending Ad...
*Wills involve the referral to a service which is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.
My wife and I have dealt with Adam Ellis and St. James's Place for many years. We appreciate the sound and trustworthy advice he has always given us. In particular we appreciate the effort Adam always puts into managing our finances and keeping us constantly informed. We would, and have, recommen...
Adam always explains things in a clear, open and honest way, so that we are able to fully understand the advice he offers. Adam’s patience and up-to-date knowledge has given us invaluable support and the confidence to recommend his services to a number of family and friends.
Adam has always given us a good, solid advice. He takes time to understand our needs/concerns and is always on hand to give reassurance/assistance when required. The service provided by the whole team is excellent and we would not hesitate to recommend their services to anyone.
The service I have received from Adam has always been first class and so professional, he has always put my interests first. The advice he has given me always puts my mind at rest, knowing that I am in safe hands. I would not hesitate in recommending Adam to anyone.
We have dealt with Adam for several years and always been highly satisfied with him, giving us complete confidence in his advice and always putting our interests first. The service we have received has been exceptional and we would not hesitate to recommend Adam and St. James's Place to my family...
We have known Adam for many years and without his advice we would not be where we are today – financially secure and retired. We needed someone that we could trust and could give us advice in a way that we understood – Adam fitted the criteria perfectly. The service and support from him and his t...
Adam has been our financial advisor for a number of years and his advice has been invaluable in our pursuit of a comfortable retirement. He gives sound advice and explains fully and clearly his reasons for doing so. He is readily available to give help and advice on any issue, not just investment...
Adam is highly professional in all aspects of his job. He gives sound advice which he follows through. He explains things thoroughly and carefully so you understand. He always answers queries promptly. Nothing is too much trouble for him and I would highly recommend him.
Working with Dan has been a great experience. He explains things clearly, gives clear investment advice and is always available for a call or meeting when required. More importantly, Dan is proactive and comes to me with suggestions for changes to my investment portfolio to maximum its potential....
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
After many years of watching my pension reduce greatly in value, it was clear that by the time my wife and I retired, we would be in dire straits. If it were not for finding Dan Montagu of St. James's Place. Dan was very good at reducing our current fears and made us feel comfortable over time be...
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
After getting divorced and becoming a single parent, I worried about how I would manage financially. Dan has given me sound, professional, and tailored advice, and this was especially helpful when pensions began to be impacted by the pandemic. His expertise and knowledge mean I feel much more con...
Dan gives clear, timely advice and explains everything in a way that enables you to understand what you need to do in order to make the necessary decisions. He is always extremely responsive and proactive in suggested planning strategies.
Transitioning from a professional rugby player into the ‘real world’ was a daunting task for me. Unfortunately, over my career, I was not able to create much savings and at 29 years old I was entering an entry-level office job. I have never really taken any financial advice until I spoke with Dan...
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
Dan has worked with my wife and me to maximise our investment opportunities for a number of years. He has made the process of consolidating our investments beyond easy, with sound and professional advice, but also with a friendly and open approach. Working with Dan has provided us with a successf...
Dan is the best Adviser I have worked with. He is patient and calm in approach and takes time to explain all the details of my investments and pension. I am not the easiest client and need a lot of hand holding, but nothing is too much trouble for Dan. He is a real expert and I always feel as tho...
I have been with St. James's Place since 2019, Dan Montagu came to my house and everything was explained in full detail, nothing was ever forced, just advice given. His knowledge and manner were second to none. I now feel I have a confidante and do not have to concern myself regarding my finances...
Prospera Wealth Management have satisfied all my needs at a time when I thought I was going to lose everything. They helped me through the process of transferring my funds and are investing it carefully so that I can have a comfortable and affordable retirement.
Dan has helped me and Janet a lot and I value the personal relationship. I trust his advice and have referred him to my family and others.
Dan is very knowledgeable, and I trust him. He is very approachable, polite and considerate of my needs.
Dan has helped shape our financial future with sound and consistent advice. Dan is always personable and approachable, and continues to be enthusiastic and committed to helping us plan for retirement.
I have worked with Dan for a number of years. Dan has provided excellent advice; he understands my priorities, keeps these under review and is proactive in making suggestions about managing my portfolio in the most efficient and effective manner possible. Dan is also very personable, responsive, ...
My wife and I have been with St. James's Place since 2018. Their representative, Dan Montague, is professional and provides a high level of service which has resulted in the growth of our portfolio. The key for us was the ability of the Adviser to be approachable and happy to answer questions whi...
Just a few words regarding St. James's Place, it’s an excellent company to be dealing with and I’m happy with how they are looking after my finances. Regarding Dan Montagu, I receive great communication and I’m very happy with the way he looks after my finances. His customer service is outstandin...
SJP Approved 25/09/2023
The Partner Practice is an Appointed Representative of and 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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.