Lisa Lee has always provided us with excellent, personalised and astute advice on our complex finances. She liaises well with our other advisers and can be easily contacted to provide advice on a wide range of issues. I'm happy to recommend Lisa as a St. James's Place Partner. 

I have found Lisa Lee to be very supportive and patient. What to me seemed very complicated and overwhelming, Lisa broke down all of the information and requirements into a conversation and format that I could understand. The back office team are also very responsive.

Having known Lisa for many years, I had no doubt that when my pension needs became a priority, I would want to go to her for help and advice. Together, her and Gemma ensure that things are done efficiently and with your best interest at the heart of what they're doing. Why would I go anywhere els...

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