His knowledge of Service Fund Regulations has been very helpful and has assisted me in maintaining financial integrity within our investment portfolio. His service to the unit is enduring, ensuring compliance and a strong working relationship.
He has our confidence and trust and he can provide overarching financial support for the long-term. Simon Roffey has the support of the St. James’s Place Wealth Management behind him benefiting from their Investment Management approach.”
To feel secure that we are doing the best with our soldiers’ money, we have to have confidence in who is overseeing our investments. Simon’s aftercare and updates for our investment strategy have been second to none and we have recommended his services to other regiments.”
Prior to forming the GIC it was decided to seek professional advice from a number of recognised institutions, including St. James’s Place. Prior to making a decision on which company we would opt for we conducted due diligence and discussed St. James’s Place with other military organisations who were also clients. The feedback was both positive and complimentary, which made our decision easier.
Having approached Simon Roffey and explained our intention regarding potential investment of a significant sum of Garrison money, he advised that he would prepare a presentation that would explain in detail what the company could provide and explain both positive and negative aspects of investing, including risks. It was agreed he would provide two briefs to capture all staff.
The presentations were well received by the chain of command and Fund Managers proving to be very informative and interesting and supported by a range of figures, clearly articulating investments could go up as well as down. The decision to invest with St. James’s Place Wealth Management was unanimous.
Having attended many financial briefings during my military career I was most impresses by Simon’s understanding of the Service Funds Regulations gained during his military career that included the Adjutant General Corps (AGC) where he served as both Regimental Administration Officer (RAO) and Staff Officer in Army Headquarters. His knowledge of the system proved invaluable and allowed the team to easily understand how best to remain legal when investing Garrison funds as it is often confusing and bureaucratic, even to those who work with military finance.
Not only was he aware of the Service Funds Regulations but his understanding of the military values and standards proved very reassuring as it was common ground between both customer and client. Simon visited the Garrison several times in order to ensure we received comprehensive briefs and received answers to all our questions before we prepared to make the investment and at no point did we feel pressurised into making the investment. We continue to have regular contact with Simon either by email, letter, phone or site visits.”