Lucy has always explained the different options in a clear and concise way. She is very committed and will always go the extra mile. Her expertise and the support is reassuring. I recommend Lucy to anyone with a great deal of confidence.
Having 2 children, I felt it was important to review my protection needs. Lucy did a complete assessment, giving me the information I needed to make an informed decision about my insurance needs. Lucy is very knowledgeable, and I trust her advice 100%.
I contacted Lucy because I wanted to ensure a better return for my savings and work through my financial plan for the future. After Lucy reviewed my situation and recommended a course of action, I feel more confident about future and finances.
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.
I live a very busy life and did not have time to research solutions for my pension issue. Lucy made the process easy and has taken a weight off my mind. I am 45 and want to retire in twelve years; working with Lucy, I am sure I can achieve this.
I must admit I've rather stuck my head in the sand previously, but it is a relief to have a pension plan in place. By having regular reviews, Lucy is going to work with me to achieve a good quality of retirement and I am confident she will keep me on track.
Lucy is very patient and supportive, and takes the time to understand your full situation and circumstances. She gives clear explanations and reasoning behind her suggestions to help you make an informed decision. Lucy was able to help me see the importance of considering the impact on my pension...
I'm delighted with how my pension is performing and want to thank you again for all your help. I now feel far more confident about my financial future and know I'm in safe hands. It's been an absolute pleasure working with you!
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.