Our Practice Approach
Based on core values of excellence of service and above-all, integrity, we will help you with the wealth management solutions that you require to satisfy your current and future needs.Testimonials
Item 1 of 4
Cliff is very professional in his work and took me through all the steps required to decide where and how to invest my money. At all stages, he answered my questions in a clear manner and on one particular issue that I raised, he undertook further investigation for himself in order to give me a full...
Mrs M Cunningham| Retired Headteacher
Having had the pleasure of working with Cliff for the last few years, his services have been truly invaluable with regards to savings, trust work and miscellaneous financial advice. He has consistently been approachable, organised, knowledgeable, professional and, in fact, frequently gone above and ...
Natalie Connell| Medical Doctor, Cumbernauld
I use Cliff for my pension and investments and have found his advice to be first class. He carefully explains what we are doing and why. He has a personal, yet professional approach and will always go the ‘extra mile’ for his clients. I have no hesitation in recommending Cliff, and would go further ...
Mr B. Meldrum| Accountant
Cliff is great at speaking to me about my finances without all the financial jargon. He is able to pitch the conversation at a level I can understand.
Mrs R. Pavese| Social Worker
Cliff is very professional in his work and took me through all the steps required to decide where and how to invest my money. At all stages, he answered my questions in a clear manner and on one particular issue that I raised, he undertook further investigation for himself in order to give me a full...
Mrs M Cunningham| Retired Headteacher
Having had the pleasure of working with Cliff for the last few years, his services have been truly invaluable with regards to savings, trust work and miscellaneous financial advice. He has consistently been approachable, organised, knowledgeable, professional and, in fact, frequently gone above and ...
Natalie Connell| Medical Doctor, Cumbernauld
I use Cliff for my pension and investments and have found his advice to be first class. He carefully explains what we are doing and why. He has a personal, yet professional approach and will always go the ‘extra mile’ for his clients. I have no hesitation in recommending Cliff, and would go further ...
Mr B. Meldrum| Accountant
Cliff is great at speaking to me about my finances without all the financial jargon. He is able to pitch the conversation at a level I can understand.
Mrs R. Pavese| Social Worker
Cliff is very professional in his work and took me through all the steps required to decide where and how to invest my money. At all stages, he answered my questions in a clear manner and on one particular issue that I raised, he undertook further investigation for himself in order to give me a full...
Mrs M Cunningham| Retired Headteacher
Get in touch
Copyright St. James's Place © 2025