David M. Coe Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
“Elliott has been a fantastic advocate of David M. Coe Financial Planning Ltd. He has shown expertise and dedication to ensure a high quality service and outcome which served us best. Communication showed passion and tenacity enabling us to progress with the purchase of the property. Would highly recommend this exceptional company for all your financial needs.”
Ceri Crannis, Contracts Manager, Swindon
“I used David M. Coe Financial Planning Ltd and in particular Elliott Causton after receiving a recommendation, I couldn't be more pleased. The service and support he offered was fantastic. Very clear and concise advise which helped us choose the right product to suit our needs. An excellent service throughout!”
A C Hardy, Company Director IT Consultant, Swindon
“David was introduced to my wife and I more than 13 years ago and in that time we have received an exceptionally professional, experienced and personal service. We meet as often as is necessary and receive sound and supportive advice. His immediate team are also good communicators, committed and very reliable.”
Graham Clarke, Retired, Bibury
“David Coe has been our financial advisor for many years. He has always been straight forward and kept things simple to understand and his service has been of the highest quality. We would have no hesitation in recommending him to anyone, as we have done with family and friends, who are also satisfied with his services”
Trevor & Rosemary Calway
“We find David a very friendly gentleman possessing a pleasant and helpful manner who gives us confidence to place our trust in him when handling our personal finances. He has identified and solved more than one problem on our behalf with proven sound recommendation. We would have no hesitation in recommending him to any of our family and friends.”
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
David M. Coe Financial Planning Ltd is registered in England and Wales, Number 04928889. Registered Office: Salisbury House, 74 Broome Manor Lane, Old Town, Swindon Wiltshire, SN3 1LX.