St James' Place
Tim Glennie, Senior Partner, St James’ Place says:
“In the many years Jerroms have been looking after my accounts I have found them to be both extremely helpful and thorough. In particular I would like to mention David Bodenham who has looked after me all these years. As a result Jerroms now look after a good many of my high net worth clients in sorting out their tax affairs. I look forward to continuing our relationship for many years to come.”.
Mark Calvin, St James’ Place partner says:
“The Proform service works very well. I just fill in the monthly spreadsheet and from this, I receive regular quarterly accounts. Any issues are dealt with promptly. And all in all, I’m very satisfied with the service”
Stephen Broadhurst, St James’ Place partner says:
“Proform makes it easy for me; it takes me just half an hour each month to fill in the monthly summary and send to Bob. The team then sends me quarterly accounts which are spot on, and my tax return is all done for me!”