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Client stories

Chris Jude
Chris Jude, a 72-year-old psychotherapist and counsellor from London, first sought financial advice following her divorce, when she was looking to save for retirement. .
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Lindsay
Lindsay is enjoying semi-retirement three years ahead of plan and has returned home to resettle in Edinburgh after a career in marketing and advertising in London.
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James P Sutton
James, a retired veterinary surgeon turned veterinary consultant to underwriters, brokers and loss adjusters in the bloodstock and livestock market, says that having the security of a stable financial situation has enabled him to be more adventurous and explore exciting vocational avenues
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Lynda
Former self-employed Senior HR Consultant and Coach from Solihull, Warwickshire, Lynda was aiming to retire by the age of 55. To meet that goal, she was looking for help finding the right balance between taking a sensible income from her business to live on whilst at the same time building up her retirement pot.
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John & Val
John and his wife Val are enjoying every minute of their retirement together, busy fulfilling their wanderlust. Whilst their wings may have been temporarily clipped by COVID travel restrictions, they are planning ahead to next year’s adventures.
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Maria Kyritsis
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Copyright St. James's Place © 2025