In May 2025, I invited my clients to share their thoughts on my services and the value I provide through my "Client Viewpoint Questionnaire."

45 clients responded, giving me invaluable insights into what I do well and areas for growth. I’m grateful to everyone who participated, and I’m excited to share some of the highlights from this group and their responses below.

Discretionary Fund Management is provided by Rowan Dartington, the Discretionary Fund Management and Stockbroking arm of St. James's Place, which is wholly owned by the St. James's Place Group.

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.