de Lisle Financial Planning - Cheltenham

Penelope H.

We first consulted James de lisle Wells in relation to managing our pension schemes. When he formed his own firm we had no hesitation in following him. He has always been very well informed and up to date on the law, tax advantages and general management of our pension scheme and the funds he has invested in have performed very well indeed for us.

Martin N.

We came to James following the retirement of our previous IFA in whom we had complete trust, the business being bought by a company that seems not to share our values.
James is a good listener and immediately inspires trust and confidence. He used current available tools for his work but applies this resource to our situation in a very personal and tailored way. All clients bring unique combinations of circumstance and we like the way James responds to our quirks and values without trying to bend our need to an off the peg plan. His office team of Sarah and Liz provide knowledgeable support and are very responsive.
So far the strategy is outperforming our previous IFA, and we are happy to recommend de Lisle FP to other potential customers. We could go on to mention Quincy the office dog and a shared passion for our local rugby team, but that would dilute the core feedback.

Rebecca H.

James and team are brilliant. James gives informative and considerate advice, as well as listening and understanding your needs and wants. James and team are an absolute joy to work with and we thank them for all their hard work and support to date. We highly recommend de lisle financial planning!

Samantha C.

James has advised the family for many years and answers any queries quickly. We greatly value his experience and knowledge. James is very professional and provides excellent advice and help in managing our finances and retirement planning. We highly recommend him and his team.

Sally A.

James de Lisle has been providing my husband and I with independent financial advice in relation to our retirement plan for a number of years. His advice has always been clear and informative, delivered in a timely and professional manner. James gives us time to reflect upon his advise and he is always approachable and happy to answer any questions which we may have. As a result we are confident that we are receiving financial advice tailored to our particular needs and we would not hesitate in recommending de Lisle Financial Planning to others.

Andy L.

James has been our Financial planner for over 10years to help us navigate our pensions and investments. He has created a personal relationship and understands our set up and aspirations very well. His advice is provided with honesty and integrity and he is able to explain complexities very clearly. Whenever we have questions, responses are always quick and forthcoming from him or his team.

Jeremy M.

I wanted to find a financial advisor that I liked and trusted to ensure that my finances and investments were in a robust state to achieve my retirement plans. I didn’t want any shocks later in life!!
James has reviewed my investments, pensions and their associated tax situation to ensure that my pension planning meets my level of acceptable risk and that my income levels are maximised over the coming years to meet my needs.
Having someone independent to review and challenge my plans has been very worthwhile and a great comfort knowing that I have not missed anything that would be of detriment to my retirement plans.
I would recommend de Lisle Financial Planning as they are approachable, effective and professional.

Peter M.

de Lisle Financial Planning (dLFP) helped us to protect the financial security of our family, whilst we ran a jointly-owned business. With prudent advice on tax-efficient savings and investments, with our appetite for risk, we were able to secure that future and see our wealth grow.

dLFP helped set up appropriate reciprocal life cover and income protection; advice on pensions - with sound guidance on whether to consolidate or not; and regular and clear reviews of our overall financial position and investment performance to understand how our financial and life goals were being met.

Over the years James de Lisle Wells helped us in unexpected ways. When one of us had life-changing illness James guided us to the Critical Illness cover we had forgotten we had to provide a financial cushion at our time of need. When we recently both lost parents, James helped us to navigate through the financial marshlands towards tax-efficient investment and cash deposits for estate inheritance. James also helped us understand the choices and optimum route to transfer inherited wealth to our children. And not least, we had the assurance of arriving at the high plateau of retirement with financial security and the confidence in what lies ahead, whatever that might be: all because of the help and guidance of James de Lisle Wells.

We would recommend James and dLFP in a heartbeat.