Wilson Mitchell
Client Testimonials

The following are comments from just a few of Wilson Mitchell & Co's delighted clients:


'It started with one now she looks after the finances of the whole family even though we are scattered.'

Name Supplied


'I fully recommend Louise and her Company for good helpful advice at all times.'

Monica Garrity, York


'Louise has helped us enormously to invest wisely the substantial sums realised through the closure of our business. We had no investment experience at all and she has guided us in our decision making with patience, clarity and good humour. As a result, we have seen our capital invested prudently and effectively so as to realise both growth and a comfortable income provision for us in our retirement..'

Simon Knock, York


'We greatly appreciate your help and advice over the past few months. Our experience has certainly been very positive, and we would be happy to recommend your services to others.'

Sue and Jim Hoggett, York


'For over 14 years Louise has been providing me with financial advice and without exception she has always provided a good professional knowledgeable service. Equally importantly she and her office staff are very approachable and friendly. I would not hesitate in recommending her to others.'

S R Ellis, Selby


'Louise is more of a friend than an adviser. Since working with Louise, we are a lot more confident and happy about our financial situation, and we trust her completely.''

Ann Ward, Selby Garden Centre


'I was concerned about the finance required to fund my mother's residential home costs. Louise took a real interest in restructuring my mother's investments with the result that the regular withdrawals meet the shortfall in fees and there is capital growth. I have every confidence in Louise to manage my own and my mother's finances and would be happy to recommend her services.'

Yvonne Wheatley, Leeds


'We always receive a professional service and excellent advice without any undue pressure. The presentations are first class and address relevant financial issues.'

J.W.Ive, Petts Wood


'We have recommended Louise to a lot of our friends, as we trust her and have complete confidence in her ability to manage our wealth. What's more, she is always punctual and always has a smile!'

Margaret Thompson, Leeds


'Louise is genuinely interested in our family, and understands our priorities. We feel she shares our values about how our money should be invested, and inspires confidence through her own ability and because of her position as a partner with St. James's Place. She is joyful and enthusiastic, and we always feel better after she has visited us!'

Dr Mervyn Flecknoe, Shipley


'Louise has given continual advice and guidance throughout a complex process towards early retirement, removing anxieties and allowing decisions which have secured our future financially and enhanced our way of life in a way we didn't think was possible.

She is friendly, approachable and very importantly puts across complex financial information in a clear and understandable manner.

We have no hesitation in recommending Louise and indeed have already done so.'

Kathy & David Illingworth, Bradford


Experience our approach: please call 01943 865819
or email louise.mitchell@sjpp.co.uk
to arrange a confidential review of your finances.