Testimonials
Read some of the feedback received from clients.Coe Capital have been an enormous help in guiding me through regular savings and investments in order to buy my first home. Elliott, has always been professional and given sound and trustworthy advice. In 2017 I started a savings plan. During regular reviews, Elliott has shared his ...
I am a demanding customer who likes to be involved in all my financial matters. David Coe is the ideal SJP partner for me. He responds immediately to all my requests, suggestions and concerns. His advise is always well thought through and of the highest quality. He contacts me regularly by email,...
My SJP adviser was recommended to me by my son. I have been impressed by the detailed preparation work put into preparing the initial advice and similarly in respect its subsequent advice.
We have known David and his family team at Coe Capital for more than 20 years. We have found their professional guidance, expertise and relationship with St James’s Place exceptional. It is a comforting thought that our interests are being looked after by David and we have recommended him to frie...
Coe Capital have acted as advisors for our family on retirement planning, IHT planning an personal pensions. Their guidance and advice has been excellent, based on sound knowledge and experience, enabling our family to develop financial strategies to reduce potential tax liabilities and establish...
David Coe has always given me sound advice and his support when my husband died was invaluable. I trust him completely.
Ian is courteous and professional. He listens and provides sound advise in an easy to understand way.
David and his family business have always supported us with sensible advice to suit the best interests of our family, as it has changed over 20 plus years. Quite often going beyond the call of duty, supporting members of my wider family with advice in the knowledge of no direct gain.
A sound...
David and Ian have provided sound and trustworthy financial advice to ourselves and other members of our family for many years. We have all received the highest level of personal service and would not hesitate to recommend them to anyone.
My SJP adviser goes beyond to help me, not only with my finances but to help me understand. I trust my adviser completely and know he is always doing the best for me and my savings. He reassures me through the bad times and helps to see the bigger picture. I know my savings are in good hands and ...
Many thanks to David Coe for looking after our finances so well for the last 25 years. We highly recommend him to anyone.
Exemplary and consistent service from my advisor, Ian Gill, in reporting, listening, advising and taking action accordingly on my portfolio.
It’s great to know that you are looking after me so well. It generates a feeling of real security and safety.
Both David and Ian have always demonstrated the utmost professionalism, providing myself and other members of the family with sound and trustworthy advice. At every interaction I feel I am treated as a valued individual and I find the service and support to be first class. I would not hesitate in...
Ian Gill at Coe Capital always goes the extra mile for me. The advice and help given is above and beyond expectations and is never about selling me another product . I have recommended Ian many times which I don’t do lightly.
