Testimonials

Read some of the feedback received from clients.
Catherine explained the world of investments to me in English. I have always found it difficult to understand but Catherine made is simple. She has an obvious passion for what she does and I would highly recommend her to anyone.
Amanda Walker | Company Director, Surrey
As a professor of Economics who travels the world on a regular basis delivering lectures, I have always struggled to find the time to organise my finances and investments in the way I know I should. I was therefore very fortunate to have been introduced to Catherine. She is an experienced, trustwort...
Professor Paul Stevens | Surrey
Since separating from my husband and being on my own, having to deal with mortgages, pensions and savings, I have relied on Catherine’s expert advice, Catherine has been a lifesaver I wouldn’t hesitate to recommend her.
Penelope Newstead
In my experience, Financial Services is an area of professionalism where so often shrouded in mystery and strange language. I know my wife, Gilly, has always felt that; so much so that she often described herself as “a bear of very little brain” when it came to understanding such things. Something s...
Name supplied
I have known and worked with Catherine for over 12 years. I have always found her to provide the highest quality advice and service to each of her clients. Catherine has a wealth of knowledge and experience enabling her to explain the most complicated financial products clearly and concisely. I woul...
M Finnegan | Company Director, Surrey
Catherine Richardson has always acted in a very professional and friendly manner, explaining the long term care options available in a very complex area. Her service and support has been invaluable ensuring we were fully informed as to how we could proceed with the future care of our relative and wo...
L.J. Hodge | Retired, Addlestone
For the first time in years, having moved to St. James's Place from another large wealth company, I finally know that my financial affairs are in safe hands. Catherine is extremely approachable and has taken the time to ensure that I have an investment plan that is perfectly suited to my needs. Than...
Catherine Russell | Windlesham

Catherine offers excellent service and great support, with the personal touch when needed.  I would highly recommend! 

Private Client