Testimonials
Read some of the feedback received from clients.Una always provides sound advice and follows up with an email which is thorough and easy to understand. She is always friendly and caring, and combines this with a professional approach at all times.
Providing professional trustworthy advice and keeping us on track when life gets in the way, we feel secure in the knowledge that Una is keeping a watchful eye over our investments. Her particular expertise in pension planning has given us the confidence to believe we can achieve the enjoyable retir...
From the first meeting Una put my interests first and by helping me move my portfolio around I was able to achieve my goal of taking early retirement. She also found £120k which I didn't know I had. This has now been invested to further bolster my pot. I have no hesitation in recommending her to any...
I met Una at an event which was promoting a review of pensions and pension planning. I was struck by Una's passion for getting an understanding of pensions as a result of her own decision to get up to speed with pensions and the future. I found Una helpful, reliable and honest in the best approach t...
I was recommended Una via a solicitors firm dealing with a probate case and three high value child's trust funds. Una was very friendly and helpful from the start, going the extra mile to get things organised, and explained everything thoroughly. Una has even assisted with issues not linked to the t...
I am delighted with the help, guidance and expertise Una has given me with regards to my pension plans, and feel that my finances are now in order. I look forward to her invaluable support for many years to come and would confidently recommend her to anyone.
Una is a pleasure to deal with. She gives sound, clear advice and listens to any concerns I have. I would strongly recommend her services to anyone needing financial advice.
I can't overstate how helpful Una has been in helping me on my financial matters. Her advice has been spectacularly useful and she followed up on all queries and always knows who to go to for advice. I am extremely happy with how St. James's Place have looked after me and confident that I will be we...
I have worked with Una for a number of years now and she has patiently helped me to untangle my pensions and to explain what is going on with them. She has worked with me to move them to one fund and is continuing to work with me with regard to my future needs in retirement. She talks to me about ta...
