Partner Practice of St. James's Place Wealth Management
“Neil has been providing us with financial advice for a number of years now. He is the ultimate professional and his judgment has always proved sane. We have never felt that he did not have our best interest at heart. He will provide you with the facts but never pressure you into a decision with which you are not comfortable. We will thoroughly recommend him to anyone who needs financial help and guidance.”
Mr G A Furber, Bomere Heath
“I have known Neil for the last 15 years. He has always given me excellent advice information and service. I have complete trust in Neil where all my investments are concerned. I would not hesitate to recommend him to anyone.”
Mr N Bailey, Director, Wrexham
“I am very impressed with Neil’s comprehensive and patient provision of advice and support and also his professional yet personal approach in dealing with me. I needed to restructure my finances and he supported me through all the issues so I now feel very confident my finances are in good order. I am delighted to recommend Neil as an effective efficient and ethical financial adviser.”
Mr D Rees, Management Trainer, Cardiff
“Neil has been our financial adviser for many years. He has always provided friendly, sound, timely and professional advice, which we have been happy to follow. Neil has been a crucial part of our investment planning for our savings and pensions. We have recommended his services to friends and colleagues over the years and would not hesitate to do so in the future.”
“I would like to thank you for the excellent sensitive service you have given in securing the equity release* it was a seamless progress and much appreciated.”
Doreen Thomas, Shrewsbury
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
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.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Lewis Wealth Management Ltd is registered in England and Wales, Number 08373434. Registered Office: 1st Floor Suite, Kensington House, Battlefield Enterprise Park, Shrewsbury , SY1 3AB, England.