Lisa McCreadie
APFS, DipFA
I have worked in the Financial Services profession for over 25 years, during which time I have gained a wealth of knowledge and experience dealing with clients from all walks of life. I pride myself on being able to cut through the jargon to give honest, straightforward, sound financial advice to improve your financial outcome.
About
Prior to establishing LMC Financial Planning, I spent 12 years working as an IFA in the Private Banking sector. As a consequence, I have now established many working relationships with individuals and businesses within this sector due, in part to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I enjoy travel, the outdoors and spending quality time with my young family.
Charity is also important to me and I regularly support various charities. My fundraising has taken me to the summits of various mountains both in Scotland & abroad.
Testimonials
Lisa has a very ethical and methodical approach to her work meaning you get sound, thorough advice you can trust.
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 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.
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 p...
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 wouldn'...
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 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 p...
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 exception...
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.
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 ea...
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.
Since being introduced to Lisa McCreadie she has met and surpassed my expectations of working with a financial adviser. She gives me confidence that both my financial goals and comfort levels are well understood. She provides regular updates and has always been available to answer any questions o...
Lisa is like a breath of fresh air since she became our contact with St. James's Place. She has explained in detail any questions that we have asked of her. She is an Ambassador for St. James's Place and a very competent and able asset for them. She is very polite towards you and listens to what ...
Mr &%3B Mrs G Wilson are pleased to recommend Lisa McCreadie as as astute and trustworthy person with whom to do business. We find her observations clear and helpful. She is a courteous and erudite lady with whom to work.
Our long standing investments had not been analysed for a number of years. Lisa did an excellent job of showing us comparisons and gave us sound, trustworthy advice. We are delighted with the service and support Lisa has given us and would not hesitate to recommend her to anyone.
Lisa is a very professional Lady with a lot of knowledge of pensions and has been a great help to me over the years I have known her. I would not hesitate in recommending Lisa to anyone.
Lisa has given us some outstanding advice, listening to our needs she provided an excellent product which has enhanced our projected retiral income. I have already recommended her to several others.
I have always found Lisa McCreadie to be readily accessible and prepared to offer clear, straight forward professional advice, invariably to my personal benefit. The overall support is exceptional and I do not hesitate in recommending her to anyone.
Faced with a bewildering choice of investments for my lump sum, I was really impressed with the way that Lisa explained and clarified the various options open to me. Based on the professional, courteous and personal service I have received I would have no hesitation in recommending Lisa to others...
Lisa McCreadie has been my Financial Adviser for several years relating to my personal investments. She has consistently given sound and appropriate advice given due consideration to my circumstances and to my attitude towards risk. She is prepared to spend time explaining her advice and in explo...
I was looking for advice and guidance as to how to bring structure to my finances and on the back of a referral from a friend, I went to see Lisa. I was delighted with the way she sorted everything out for me in a simple and straightforward manner and I have no hesitation in recommending Lisa.
Lisa has been my Financial Adviser for the last 8 years. She has guided me through all areas of savings and pensions and provided sound advice throughout. I would be happy to recommend her services to others.
Lisa has a very ethical and methodical approach to her work meaning you get sound, thorough advice you can trust.
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 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.
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 p...
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 wouldn'...
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 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 p...
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 exception...
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.
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 ea...
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.
Since being introduced to Lisa McCreadie she has met and surpassed my expectations of working with a financial adviser. She gives me confidence that both my financial goals and comfort levels are well understood. She provides regular updates and has always been available to answer any questions o...
Lisa is like a breath of fresh air since she became our contact with St. James's Place. She has explained in detail any questions that we have asked of her. She is an Ambassador for St. James's Place and a very competent and able asset for them. She is very polite towards you and listens to what ...
Mr &%3B Mrs G Wilson are pleased to recommend Lisa McCreadie as as astute and trustworthy person with whom to do business. We find her observations clear and helpful. She is a courteous and erudite lady with whom to work.
Our long standing investments had not been analysed for a number of years. Lisa did an excellent job of showing us comparisons and gave us sound, trustworthy advice. We are delighted with the service and support Lisa has given us and would not hesitate to recommend her to anyone.
Lisa is a very professional Lady with a lot of knowledge of pensions and has been a great help to me over the years I have known her. I would not hesitate in recommending Lisa to anyone.
Lisa has given us some outstanding advice, listening to our needs she provided an excellent product which has enhanced our projected retiral income. I have already recommended her to several others.
I have always found Lisa McCreadie to be readily accessible and prepared to offer clear, straight forward professional advice, invariably to my personal benefit. The overall support is exceptional and I do not hesitate in recommending her to anyone.
Faced with a bewildering choice of investments for my lump sum, I was really impressed with the way that Lisa explained and clarified the various options open to me. Based on the professional, courteous and personal service I have received I would have no hesitation in recommending Lisa to others...
Lisa McCreadie has been my Financial Adviser for several years relating to my personal investments. She has consistently given sound and appropriate advice given due consideration to my circumstances and to my attitude towards risk. She is prepared to spend time explaining her advice and in explo...
I was looking for advice and guidance as to how to bring structure to my finances and on the back of a referral from a friend, I went to see Lisa. I was delighted with the way she sorted everything out for me in a simple and straightforward manner and I have no hesitation in recommending Lisa.
Lisa has been my Financial Adviser for the last 8 years. She has guided me through all areas of savings and pensions and provided sound advice throughout. I would be happy to recommend her services to others.
Lisa has a very ethical and methodical approach to her work meaning you get sound, thorough advice you can trust.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
