Testimonials
Read some of the feedback received from clients.Lisa made the complexities of inheritance and financial planning very clear and easy to understand. Investing was new to me and could be quite daunting but I was confident that Lisa's advice was the best way forward and I haven’t been wrong!
Lisa is incredibly proactive, committed to achi...
Given the unprecedented global impacts of the past three years, I am satisfied that my investments have been guided extremely well. The long-term outcome is still on target and I have every confidence in Lisa's advice.
Clear and understandable advice has been given by Lisa, outlining the ...
Past performance is not indicative of future performance.
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.
Lisa has assisted with our financial planning for the future. She has advised on savings options for our children, inheritance and tax issues and has willingly fielded all ad hoc questions and queries we have about our finances.
Two of our sons are now over 18 and Lisa advises them directl...
