At PD Private Client Limited, trusted long term relationships are at the core of what we do, a focus on the integrity and breadth of the advice we provide ensures a distinct and personalised client outcome of the highest calibre.
Having dealt with Carl for several years now, I can confidently say he has my best interests at the forefront of his decisions. I feel he is a guiding light through what could be a minefield of investments! I really do feel he is looking out for me and my future financial stability.
I was introduced to PD Private Client by a friend who highly recommended them. As there was no communication from my existing adviser, I wanted to build a trusted relationship with them, and I have not been disappointed. I have been working with Carl for three years, who has been clear and transpare...
Paul Davies assisted me in a complex and challenging factory purchase with a lease-back. We started the process just before the first lockdown, when the lenders closed their books and instead focused on CBILS. Where others may have given up Paul persisted and secured a competitive loan from a high-s...
I have dealt with Paul Davies of PD Private Client for a number of years, on both a business and personal level. Paul and his staff have been able to deal with our requirements efficiently and effectively and more importantly have been able to explain the processes involved and the implications...
Given the difficulties of having meetings during the Covid-19 situation, Paul Davies has kept in touch with regular updates and information about my investments. This has been very helpful and at times a calming influence when investments looked as though they could decline dramatically. Given ...
It was a big step to move away from my old company pension schemes but after meeting with Paul I was left confident that he would manage my fund as if it was his own. Following on from this and the confidence and trust that was built the Stourbridge office now manage all our company pensions fo...
I had a personal recommendation from a friend to meet and discuss my financial opportunities with Josh. From that point Josh has been committed, responsive and extremely professional in terms of supporting my numerous requests! All meetings are very well prepared, ensuring all the questions and info...
When I retired from banking after 40 years I wanted someone I could trust to review my financial situation and help me plan for the future. I spoke with Carl at length and his knowledge and advice has helped me feel much more confident of my finances. In the current lockdown it is great to have...
Josh has always been attentive, reliable and listened to my statements, questions and instructions. He has always put my interests first, and given sound and trustworthy advice. The service and support has always been first class. I would not hesitate in recommending Josh Woods to anyone....
Too often, matters of a financial and investment nature are over complicated, full of terminology and difficult to comprehend. Paul and his team have the ability to transcend that complexity and explain things in a clear and concise manner with real subject knowledge and a holistic understandin...
We have been extremely happy with the general information contained in the weekly market updates and especially with the direct responses recieved from Paul and his team when we have had specific information requirements. Paul is always available, and his team are always very helpful, especiall...
I have been very pleased and relieved by the high level of personal support I have received from Paul this year. Even during the very early days of the first lockdown there was regular contact; with telephone meetings that were very helpful. The email bulletins were reassuring and made sense of...
Before I've never had a need to be advised about my personal/business finances and plans for the future, so I was in the dark. My first meeting with Josh Woods educated me hugely on my pensions/investments. Josh explained in great detail about simply "What a pension is?" Then onto my options. After ...
Carl has provided our family with a fantastic service throughout our time together as a client. His support and service have been extremely professional considering our families interests first throughout the process. We have no hesitation in continuing to use Carl for varying financial matters...
I am a private client of PD Private Client. I have known Paul for nearly 20 years and his focus and approach to clients mirrors my own in the world of private client. My client base is largely comprised of owner managed businesses and the shareholder and directors of the same. Paul is immensely...
I have worked with Paul for over 20 years and during that time he has provided my family and I with a breadth of advice and I have recommended him to a large number of clients. I have always found him to be professional and diligent with a good grasp of technical information which he is able to...
We have worked with Paul for many years, he provides a personal and detailed service always reviewing our circumstances and the investments he manages for us. During the extreme market conditions suffered during the worst of the Pandemic his focus was on information and reassurance, the regular...
Paul, thank you for your frequent updates during COVID lockdown. They were much appreciated. I would also like to thank you for the telephone updates, we always enjoy talking with you.
It was a big step to move away from my old company pension schemes but after meeting with Paul I was left confident that he would manage my fund as if it was his own. Following on from this and the confidence and trust that was built the Stourbridge office now manage all our company pensions fo...
Given the difficulties of having meetings during the Covid-19 situation, Paul Davies has kept in touch with regular updates and information about my investments. This has been very helpful and at times a calming influence when investments looked as though they could decline dramatically. Given ...
PD Private Client through Paul Davies have kept us well informed and advised over many years despite a geographical distance of over 400 miles. Meetings before Covid and telephone contact post Covid have always been readily available, useful and constructive.
Carl was so helpful setting up my new pension. He communicates clearly so makes it easy to make an informed decision. No pushy salesman, professional throughout. Met us at home and talked through all the information step by step. Wouldn't hesitate to recommend his services.
Over the years I have had reason to contact Carl Stacey, he has always given us confidence with the decisions he makes and has always put my interests first by giving sound and trustworthy advice. The service and support he has always given has been exceptional, and I would not hesitate in reco...
Having dealt with Carl for several years now, I can confidently say he has my best interests at the forefront of his decisions. I feel he is a guiding light through what could be a minefield of investments! I really do feel he is looking out for me and my future financial stability.
I was introduced to PD Private Client by a friend who highly recommended them. As there was no communication from my existing adviser, I wanted to build a trusted relationship with them, and I have not been disappointed. I have been working with Carl for three years, who has been clear and transpare...
Paul Davies assisted me in a complex and challenging factory purchase with a lease-back. We started the process just before the first lockdown, when the lenders closed their books and instead focused on CBILS. Where others may have given up Paul persisted and secured a competitive loan from a high-s...
I have dealt with Paul Davies of PD Private Client for a number of years, on both a business and personal level. Paul and his staff have been able to deal with our requirements efficiently and effectively and more importantly have been able to explain the processes involved and the implications...
Given the difficulties of having meetings during the Covid-19 situation, Paul Davies has kept in touch with regular updates and information about my investments. This has been very helpful and at times a calming influence when investments looked as though they could decline dramatically. Given ...
It was a big step to move away from my old company pension schemes but after meeting with Paul I was left confident that he would manage my fund as if it was his own. Following on from this and the confidence and trust that was built the Stourbridge office now manage all our company pensions fo...
I had a personal recommendation from a friend to meet and discuss my financial opportunities with Josh. From that point Josh has been committed, responsive and extremely professional in terms of supporting my numerous requests! All meetings are very well prepared, ensuring all the questions and info...
When I retired from banking after 40 years I wanted someone I could trust to review my financial situation and help me plan for the future. I spoke with Carl at length and his knowledge and advice has helped me feel much more confident of my finances. In the current lockdown it is great to have...
Josh has always been attentive, reliable and listened to my statements, questions and instructions. He has always put my interests first, and given sound and trustworthy advice. The service and support has always been first class. I would not hesitate in recommending Josh Woods to anyone....
Too often, matters of a financial and investment nature are over complicated, full of terminology and difficult to comprehend. Paul and his team have the ability to transcend that complexity and explain things in a clear and concise manner with real subject knowledge and a holistic understandin...
We have been extremely happy with the general information contained in the weekly market updates and especially with the direct responses recieved from Paul and his team when we have had specific information requirements. Paul is always available, and his team are always very helpful, especiall...
I have been very pleased and relieved by the high level of personal support I have received from Paul this year. Even during the very early days of the first lockdown there was regular contact; with telephone meetings that were very helpful. The email bulletins were reassuring and made sense of...
Before I've never had a need to be advised about my personal/business finances and plans for the future, so I was in the dark. My first meeting with Josh Woods educated me hugely on my pensions/investments. Josh explained in great detail about simply "What a pension is?" Then onto my options. After ...
Carl has provided our family with a fantastic service throughout our time together as a client. His support and service have been extremely professional considering our families interests first throughout the process. We have no hesitation in continuing to use Carl for varying financial matters...
I am a private client of PD Private Client. I have known Paul for nearly 20 years and his focus and approach to clients mirrors my own in the world of private client. My client base is largely comprised of owner managed businesses and the shareholder and directors of the same. Paul is immensely...
I have worked with Paul for over 20 years and during that time he has provided my family and I with a breadth of advice and I have recommended him to a large number of clients. I have always found him to be professional and diligent with a good grasp of technical information which he is able to...
We have worked with Paul for many years, he provides a personal and detailed service always reviewing our circumstances and the investments he manages for us. During the extreme market conditions suffered during the worst of the Pandemic his focus was on information and reassurance, the regular...
Paul, thank you for your frequent updates during COVID lockdown. They were much appreciated. I would also like to thank you for the telephone updates, we always enjoy talking with you.
It was a big step to move away from my old company pension schemes but after meeting with Paul I was left confident that he would manage my fund as if it was his own. Following on from this and the confidence and trust that was built the Stourbridge office now manage all our company pensions fo...
Given the difficulties of having meetings during the Covid-19 situation, Paul Davies has kept in touch with regular updates and information about my investments. This has been very helpful and at times a calming influence when investments looked as though they could decline dramatically. Given ...
PD Private Client through Paul Davies have kept us well informed and advised over many years despite a geographical distance of over 400 miles. Meetings before Covid and telephone contact post Covid have always been readily available, useful and constructive.
Carl was so helpful setting up my new pension. He communicates clearly so makes it easy to make an informed decision. No pushy salesman, professional throughout. Met us at home and talked through all the information step by step. Wouldn't hesitate to recommend his services.
Over the years I have had reason to contact Carl Stacey, he has always given us confidence with the decisions he makes and has always put my interests first by giving sound and trustworthy advice. The service and support he has always given has been exceptional, and I would not hesitate in reco...
Having dealt with Carl for several years now, I can confidently say he has my best interests at the forefront of his decisions. I feel he is a guiding light through what could be a minefield of investments! I really do feel he is looking out for me and my future financial stability.
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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.