Testimonials
Read some of the feedback received from clients.Stacey has given me trusted advice and a range of excellent solutions across my short, mid and long range goals; particularly at key moments of life change. She operates as a trusted partner for the long term, and I would happily recommend her.
Over the last few years Stacey has been an invaluable source of advice and counsel. Faced with a myriad of work and life choices/paths, she’s helped me enormously with clear and level-thinking input in to my investment, pension and tax planning – all with an empathetic and constructive understa...
A personally tailored service delivered with a caring nature.
A non-pressured informative advice given with a wealth of understanding of the products on offer.
Would happily recommend Los wealth services to close friends, family or anybody requiring sound financial advice.
I have worked with Stacey for a long time now and wouldn't consider anyone else for my financial advice. Her honest approach to both short term and longer term planning is perfect for me and my family. She is always happy to break things down into simple terms for me, never over promises and is a...
Stacey has a personable, client-centrered approach to relationship management. Over several years she has been supportive in the provision of financial advice tailored to various milestone changes to my family and working lives. I have no hesitation in recommending her.
As a female in my 40's with zero investing experience, Stacey was a breath of fresh air & knowledge with her caring manner, patience & clear messaging. I cannot recommend her highly enough. Her manner made me feel confident & has given me clearer, path to how & what I should be in...
I started working with Stacey 6 years ago and from the start I felt I was in good hands. Not only is she clearly knowledgeable and professional, she seems to personally care about me and my family, and has been honest and transparent throughout. I would happily recommend Stacey’s services.
