Testimonials
Don’t just take our word for it. Here’s some of the fantastic clients we have helped…Lyndsay Wolfe is an exceptional financial advisor. She is clear and transparent with her advice, and I trust her to deliver the best possible outcome for my portfolio. I would not hesitate to recommend her to my friends and colleagues.
In the last 5 years my financial circumstances have changed as a result of a new career path and I recognised the need to think more carefully about my personal finances and my investment portfolio. I started simple and low risk and with Lyndsay's help I have a more commercial understanding of ...
The writing of a will involves the referral to a service that is separate and distinct to those offered by St. James Place. Wills are not regulated by St James's Place.
Lyndsay has given me fantastic advice, taking time to understand my needs and walking me through the various options. She has encouraged me to prioritise my savings goals and review these on a regular basis. I would not hesitate in recommending her to anyone.
Thanks to Lyndsay! Absolutely fantastic! Personable and incredibly knowledgeable. She made it painless for my money novice husband so she must be good! I have met many financial advisers in my line of work and I have to say she is the best I have come across.
Between moving countries, accepting new job offers and starting a business, my husband and I had lots of questions to ask Lyndsay. She patiently helped us work through our concerns and provided excellent advice for how to proceed forward. Lyndsay knew exactly what kind of information we needed ...
Lyndsay listened well to my priorities, concerns and put real thought and attention into the advice and recommendations provided. Subsequently, Lyndsay showed a good level of care and followup, so that the practical details were attended to well and went through promptly.
Lyndsay is friendly and personable. She took the time to understand my personal circumstances and put together numerous different investment illustrations for me. She is always available to answer questions, chat through any concerns and is able to explain things very clearly.
Lyndsay has given us some valuable advice over the last few years, taking time to look at our investments, sorting out our life assurance and private health care. More recently Lyndsay visited my elderly dad to sort out inheritance tax issues, that he was very confused about and various investment q...
Lyndsay has given me some initial advice on pension investment options for my retirement. There are may things to consider following the change in pension laws and Lyndsay has provided some clarity which will help me make the right decisions going forward. I recommend that you contact her for financ...
Lyndsay has been helping me with consolidating several pension funds from 4 different workplaces. After assessing each pension fund, Lyndsay came back to me with clear recommendations. Her explanations were very good and not overwhelming. I would definitely recommend Lyndsay for her professional and...
Both my wife and I would like to thank Lyndsay for her platinum level of advice and assistance through the purchasing process.
Lyndsay has been a pleasure to work with. She has helped me set up my pension, health insurance, critical illness and income protection. Nothing is ever too much trouble, she takes the time to explain the details to me and no question is too silly. She also sources the best rates too which is great ...
