Testimonials
Read some of the feedback received from clients.My wife and I have worked with Lee over many years. Lee is personable, knowledgeable and reliable. As I approached retirement, Lee introduced new thinking that consolidated and maximised our investments, and he provides a one stop shop that makes them very easy to track and manage. I have enjoyed wo...
Lee has been a friend of mine for almost 20 years. Three years ago I found myself in a place where I had to make financial decisions and understand matters which I had never needed to address. I was overwhelmed with what needed to be done but Lee was able to guide, educate and help in a friendly, no...
I have known Lee for many years as a friend, who I trust implicitly and now professionally for my personal finances. Lee has given me thorough, diligent and understandable advice and has provided an exemplary service from start to finish. I cannot recommend Lee and Kate’s services highly enough for ...
I was introduced to Lee over a decade ago and he has worked with me and my family in ever increasing detail, as my circumstances have grown in size and complexity and my family has grown.
As an ex-professional investor (I was CIO of a large hedge fund organisation for 20 years), I was fair...
Lee was recommended to me by a respected friend. Historically I have been nervous of financial advisers preferring to manage my own affairs. I decided to work with Lee based on his experience, approach, service and above all honesty. It’s early days, I am a new client, however I am very happy so far...
I started working with Lee in 2008 and have found him to be trustworthy, honest and a man of integrity. Lee gives level headed advice and support in making my decisions. Lee is also a very personable chap and good company.
Lee began looking after our financial investment interests in 2013. From the outset we were struck by Lee’s businesslike approach and his open and personable nature and we soon came to appreciate his breadth and depth of knowledge and experience and a solid and trusting relationship was built up. An...
Having previously known Lee on a personal basis and aware of his integrity, our professional relationship began in the summer of 2018 when I asked if he would look after my pot. Lee spent time explaining everything to me and one year on, I am delighted with my decision in entrusting him. I now reap ...
I have known Lee Blissett for around 10 years and have formed a very sound professional relationship with him. Lee gives me easy to understand and up to date advice and I would not hesitate to recommend him to anyone.
I have known Lee for over 25 years as a colleague and friend. At the time when I wanted to make the most important financial decision of my life, I turned to Lee because I trust his values and his desire to do his best for his clients. I don’t think I can give a better reference than this.
We have been using Lee for the last year and we’ve been delighted with his service. We started with very little knowledge on financial planning and Lee has clearly explained and advised on how best to plan ahead. With a young family to consider, Lee has opened our eyes to the importance of inve...
We were introduced to Lee through my wife’s parents, who have retained his financial advisory services for a number of years. Since entrusting Lee with our savings, we have been thoroughly impressed by his knowledge, responsiveness and willingness to go the extra mile to support us. Lee also provide...
Lee has been a friend of ours for many years so when we were looking for financial advice we immediately thought of him. The name St. James's Place conjured up an impression of people with far more money than us to invest but that is not true of course. Lee worked very hard for us in difficult circ...
Lee & Kate have been a huge help over the years. Their knowledge, level of detail and understanding has been fantastic, and they've really helped us navigate all things finance; from will's, pensions, savings, and more! So nice to have a friendly contact that is there to assist with anything,...
I have known Lee for many years and he started advising me when I received an inheritance a few years ago. Being in my early 20’s and with little knowledge of investments and finances in general, I felt unsure of how to make them work for me. He has been nothing short of clear, helpful and extrem...
Lee has supported us with financial advice for a number of years now. He is someone I trust immensely. Gaining market intelligence along with options for my financial plans from Lee allows me to readily make decisions to protect and grow my families’ wealth. Lee has helped us create structure and...
As someone who had no knowledge of investments, I would highly recommend the services of St. James's Place. I have been with SJP for the past 2 years and my personal Adviser, Lee Blissett, provides clear guidance and lays out the different options available to me in order that I can make an infor...
