Testimonials

Read some of the feedback received from clients.

Neill`s advice has been invaluable. He has helped me by making me aware of how financial planning all fits together and how tax planning can help me grow my wealth over the long term. Overall I now have a plan in place for my financial future. I have been very pleased with how my investments have...

Mr D Smith | Managing Director

Past performance is not indicative of future performance.

Neill is a true gentleman in the wealth space. I know I'll always get solid advice and feel confident in my next steps. Getting advice from Neill has enabled me to understand all the options available for planning for not only my future but the future of my family. I 100% trust Neill’s advice &am...

Mr G Davidson | Investment Specialist

I would highly recommend Neill. He meets with me regularly to review my investments and make sure my plan remains on track and suitable for my needs. As a business owner, Neill's advice has been invaluable because it enables me to tax efficiently extract profits from my business year on year and ...

Mr M Barrington | Managing Director

Past performance is not indicative of future performance.

Neill is very knowledgeable in the space and can cater to a wide variety of needs. He was able to help me look at my existing insurance and pensions and provide solid advice for moving forward. I was able to get a much better insurance policy in place for less than what my existing one was costin...

Mr P Hawkins | CTO

Neill advised me on my options available to better protect my family, if something were to happen to my wife or I. I was able to figure out what cover we would need and then with the advice from Neill, be able to choose the options that suited best. I would highly recommend having a chat with Nei...

Mr S Wylie | Managing Director

Kim has been incredibly helpful, always giving her honest opinions and advice that she feels will benefit myself and my partner. Kim has always given above and beyond service and support, I couldn't recommend her enough!

Bridie Kemp

Such a professional yet friendly service while arranging my mortgage during the pandemic. Advice given was always in my best interests. Communication throughout was exceptional. Highly recommend.

Caroline Smyth

Paul Hewitt has always put our interests first and has given us sound advice. We have already recommended him many times to our friends and family and will continue to do so.

David & Iris Armstrong

Paul has been exceptional in providing me with clear, relevant and understandable financial advice.

Derek Montgomery

We feel exceptionally well taken care of by Kim, who has consistently given us insightful and reliable advice and often gone the extra mile to assist us. We cannot recommend her highly enough.

Gunther Storbeck

Paul has been an invaluable source of advice and support in investment and inheritance tax planning. He is very well organised and a person of the utmost integrity. I would have no hesitation in recommending him for financial advice and planning.

H.B

My interests are his motivation and not only does he give sound advice but explains plans etc in an understanding manner. Backed by a very capable team I would have no hesitation making referrals.

John Robinson

I have known Paul in a personal and business capacity for over 35 years. He has always provided myself and my family with exceptional service and trustworthy financial advice. I can fully recommend him to any seeking financial advice for themselves or their family in any situation.

Jonathan Thompson

Paul was extremely patient when explaining his recommendations for my pension whilst ensuring I understood everything fully. He was approachable, professional, friendly and I did not feel under any pressure at any time. Kim was very knowledgeable around our needs for income protection, life insur...

Judith Sizaret

Paul has always been helpful and supportive, explaining clearly and patiently. I'm totally happy with everything.

Kathleen Bailie

The advice we received was very well explained, reassuring and was passed on in a way which made us extremely confident that we had come to the right person. We would strongly recommend that anyone needing advice uses this firm.

Kathy Dunseath

I have known Paul a long time. He has always put my best interests first and always gave me sound advice. His support has been second to none and I would not hesitate to recommend him to anyone. Financial planning can be daunting but my experience has been exceptional and Paul inspires confidence...

Linda McComb

Kim is very knowledgeable and has been a great help in choosing our mortgage and life cover. She is always there to answer our questions in person, by phone or email, and nothing has been too much trouble. I would recommend Kim to anyone as she has the customer interests at heart. Kim's wise and ...

Mark McCormick

Paul is very efficient and gives good attention to detail. He is always courteous. Paul gives a very good service and I appreciate very much his support.

Private client
Paul has been excellent in helping me with my pension. I have always found pensions somewhat of a mystery, Paul was very knowledgeable. He informed me of all my options, talked through my choices and kept me up to date on the progress of the pension transfer. He and the staff have been very accommod...
Rachel Roberts

Paul has provided first class financial advice in a professional manner with a personal approach which is individualised to our needs. He has always been available, customer focused, pleasant in manner and simply a decent person who we rely on to secure our future retirement plans. Such is my con...

Brendan Mullan

Kim was generous with the time and very reassuring and non-judgemental. She simplified something I found daunting and overwhelming, and it has brought a degree of peace to me anxiety. I would (and have) highly recommended Kim’s services.

Carrie Lindsay

I have had regular contact with Paul since we first met and began business with him and St. James's Place. Since then I have appreciated his regular contact, progress reports (both physically and by regular postal correspondence), and his accessibility when we needed some advice and especially re...

Joe O’Neill