Testimonials
Read some of the feedback received from clients.Thank goodness for Lisa, I was left a sum of money and has no idea what to do with it! I had a consultation with Lisa, who has listened to all my novice concerns, and with patience explained everything to me. My investments have grown, beyond anything I could have imagined and I feel in excepti...
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 McCreadie and her team have been instrumental in advising and planning my retirement fund. Their interest in my financial and personal history have given them insight and flexibility to change my plan quickly to suit my needs better. I would highly recommend LMC Financial Planning to anyon...
I have been very impressed by Lisa’s skills and professional knowledge. Lisa’s advice has been exceptional and her approachable and friendly manner facilitate a pleasant experience when dealing with financial matters. I have no hesitation in recommending the services of St. James's Place and in...
Lisa is a first class financial adviser. Coupled with a lovely personality and sound advice at all times, it's a pleasure to work with her, I trust her 100% and would recommend to anyone.
I have used Lisa McCreadie for close to two years now. In this time she has demonstrated her professional knowledge and experience with my financial planning and advice for my family. I would highly recommend her services to anyone.
In June 2016, I made the best financial decision of my life by investing my pension with St. James's Place In the intervening period, the returns have far exceeded my expectations. Lisa has been very informative at the update meetings that we have held since. The reports provided excellent and ...
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 been very helpful taking into account the level of risk I was prepared to take, giving me very considered and trustworthy advice that allowed me the best opportunity for my level of investment. She has taken time to answer all of my questions in a thoughtful and supportive way. I would...
Lisa has been managing my investments for many years now, I put my complete trust in her as she gives me the confidence that she is at the top of her field and abreast with current affairs and international developments. I always enjoy our meetings. I am happy to recommend her service to future...
Lisa has taken the time to explain (to someone new to the world of finance) clearly and thoroughly what my options are. Her advice has been considerate and trustworthy and I would highly recommend her services.
Lisa has shown during our short relationship that she deals with our interests with discretion and integrity, offering sound advice based on our stated requirements. Her manner is both professional and approachable. We would not hesitate to recommend her to anyone.
