Please note that the following was given when Sam Williams was the Principal of Crescent Wealth Management before they merged with Maskery Wealth Management in March 2024:

"The team at Crescent Wealth Management instantly understand the needs that are particular to owner managed businesses. They appreciate the different challenges that each business owner faces and their advice is well thought out and well suited to each client.

The Practice strikes the balance of professional and personable, perfectly. Their desire to build a long term relationship that focuses on each client as a person, works in perfect tandem with how we support our clients.

We have had lots of feedback from our clients about working with Crescent Wealth Management led by Sam Williams, and without exception it has all been fantastic. All clients appreciate effective investment strategies (which Crescent obviously deliver) but they have equally remarked on the value of the adviser relationship they have been able to build with the team.

Undoubtedly, our aim is to build a lasting relationship with Crescent Wealth Management. Their advice is invaluable in complementing our own expanding advisory service offering and I’ve no doubt that clients will continue to benefit from this for years to come.

Wherever possible we will be working with Sam and the Practice to extend this offering to as many clients as we can.”

Ryan Lewis ACA Director, W R Frost Accountants

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.