Testimonials

“We have no hesitation in recommending Michael Sage, who has consistently provided us with valuable, attentive support ensuring he fully understands our circumstances and requirements to offer trustworthy, sensitive advice which has delivered exceptional results.”

Business Consultant, North Shields

“I would have no hesitation in recommending Michael Sage as a Financial Adviser. The service and support has been very professional and I feel my interests have been put first at all times.”

D Roberts, Co MD & General Manager, Rowlands Gill

“As you would expect of a St. James’s Place representative, Michael possesses a reassuring wealth of knowledge and financial acumen. I have been particularly impressed with his ability to tailor a portfolio which meets my needs both now and in the future, no matter how complicated my demands. Accessible, conscientious and above all trustworthy, I would have no hesitation in recommending Michael to anyone.”

S A Badham, Charity Worker, Tyne and Wear

“Michael and Stephen have proved invaluable in providing me with sound financial planning advice. Follow-up discussions with my clients that have been introduced so far suggest that they are equally pleased with the exceptional service received.”

Nick Liley, Chartered Accountant, Read Milburn and Co.

“This is the first time I have felt totally confident with a Financial Adviser, knowing that Jonathan Lancashire is completely looking after my financial interests professionally. I am absolutely confident that my investments with St.James’s Place are being well looked after.”

Mr Bryant, Training Officer, Sunderland

“I would not hesitate to recommend Jonathan Lancashire. The advice and support in helping me to manage my pension and to plan financially for my future has been exceptional.”

Mr Porrett, Managing Director, Newcastle

“I receive an excellent service from Kaye Mullen. She gives me clear, valuable advice and always makes sure I understand and agree with any investment. She is approachable and I feel I can contact her at any time. Very professional.”

Joan Wappat

“I’m still feeling very positive after our meeting the other day! Life looks rosier. Thank you so much Jonathan Lancashire for creating a plan to last throughout my working life that gives me an exit to an easier retirement age with an income to pretty much match my current lifestyle and costs, with the bonus of my mortgage being paid off in the process.”

Mr Weir, Director, Stocksfield

“A first class service from Kaye Mullen. I have always been treated with kindness, courtesy and respect.”

Mrs Rhucroft, Whickham

“Jonathan has provided a consistently excellent service to us personally for savings and pensions advice, and for our business in terms of the new auto-enrolment company scheme. After a string of very poor financial services relationships over three decades, we are relieved to finally feel in safe hands. I would definitely recommend St. James’s Place Wealth Management and Jonathan Lancashire.”

Anna Scantlebury, Director, Newcastle

“Jonathan Lancashire, thank you for all the advice and guidance and patient explanations in creating my five year plan to retire earlier than I’d thought possible.”

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