Vision Statement
To be the place where successful UK people go to create their financial freedom and to enable their financial dreams
Mission Statements
Here at Liz Tuccy Wealth Management our vision is to ‘be the place where successful UK people go to create their financial freedom and to enable their financial dreams’. To achieve this, we will ensure that we listen to our client’s wants and needs and implement personal and bespoke plans to help them reach their goals.
We will regularly meet with our clients to ensure that their plans are on track and only recommend the highest quality products and investments with the utmost diligence. In between meetings we will keep in regular contact with our clients and keep them abreast of the current economic climate along with any tax or regulatory changes that could impact their plans.
We promise to be available and approachable and to keep financial jargon to a minimum. In return, our expectation includes the mutual respect from our clients. We pride ourselves on putting our clients first and offering a personal and friendly service while always doing what is ‘right’.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Item 1 of 51
Liz provides sound advice in a friendly and caring manner. She is always responsive and provides excellent support as does Nicole her PA. I would recommend Liz as a financial adviser.
Nigel Peckover, Chartered Accountant, Syston Leicester
Liz is incredibly supportive, well informed and patient. I would highly recommend her services.
Caroline Chilley| Company Director, Leicester
As relatively new clients of Liz Tuccy Wealth Management we have found Liz to be professional, competent and diligent with her advice and recommendations, whilst taking the time to comprehend our family objectives, all executed with a warm and friendly approach. We would have no hesitation in recomm...
Penny Beyless
We are absolutely delighted with Liz's service. She is truly interested in our needs, individual circumstances and preferences. Her depth of knowledge and professionalism, her caring demeanour and personal service are so important to us and has built our trust and respect. We will gladly recommend L...
Jackie and Trevor Jones| Nurse/Ambulance, Barlestone, Warwickshire
Liz has provided us with great advice, looking at our finances as a whole, whilst keeping in mind our goal for retirement. We know that our finances are in safe hands and that we can always ask for advice as and when needed. Liz is professional, trustworthy and knowledgeable. We would highly recomme...
Alex and Scott Weatherly, Oakthorpe
I have known Liz for a long time and trust her implicitly.
Yvonne
I have full confidence in Liz's financial knowledge and advice. She has looked after my savings for a number of years, is very responsive to my requests and tailors her service to my needs.
Tricia Wray| Loughborough
Since we first met Liz, she has shown us to be a very knowledgeable and competent financial adviser. She has explained the financial market and our investments and pensions in a simple way, we can both understand. She is reliable and the advice she has given us has always been sound and good. We wou...
Terence Brewin| Retired, Hathern
Because I ran a busy company and have children to manage too, I really want to have someone I can trust implicitly, to help me with wealth management and pensions. That person is Liz Tuccy and I would not go anywhere else. Her knowledge and professionalism are only beaten by her kindness - I recomme...
Tanya Cornford| Managing Director, Nottingham
Liz is an extremely able and client centric Partner, and brings empathy and understanding to her dealings with people. She always fulfils her promises, and has been a pleasure to work with.
Stuart
Liz has provided me with expert advice and while I’ve not always been able to follow through with her recommendations because of personal circumstances, I have no hesitation in recommending her work. I have also worked with her on a media relations project: she’s personable and very professional and...
Simon
Since day 1, Liz’s knowledge and insight has been saving us money, both as personal clients and with invaluable information for our business. In 2012 she has halved our accountancy fees and re-organised our pensions to increase growth by 30%. She has a wide network of proven contacts in the industry...
Ruth| Architect, North Leicestershire
From the very first engagement, Liz has been clear, thorough, and hugely helpful.
Robert
I have always found Liz very personable and reliable. Her advice is clear and helpful and she ensures that I understand the different options available to me. I would not hesitate to recommend her to friends and work colleagues.
Rachel Ann Hunter, Teacher, Leicester
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Past performance is not a guide to future performance.
Liz has always given me sound advice in a way I can easily understand. I always feel I can ring or email her for advice and she is happy to come and see me anytime. I would and have been recommending her services.
Private Client
We don’t know what we’d do without Liz. She’s helped to put our finances in order, with clarity and understanding.
Private Client
From the first meeting with Liz, she put my best interests at the heart of our discussion. she has a way of explaining financial matters and options so that they are easily understood. Her knowledge and advice are sound and because I trust her, I would not hesitate to recommend her to others.
Private Client| Retired Teacher, Loughborough
Liz was recommended to me by a friend and now I would have no hesitation in recommending her to others. She takes the time to get to know you as an individual and bases her advice upon this. She is easy to talk to, share ideas with and ask questions of. Nothing is too much trouble.
Private Client
Liz always explains each and every step clearly, clarifying anything I am not sure about or don't understand. The service & support Liz offers is exceptional. I would and have recommend her.
Private Client
Liz's skill-set is broad and comprehensive and we trust and value her professional expertise. Liz listened to our expectations and attitude to risk and has made sound investments on our behalf. She makes herself available to offer friendly advice.
Private Client
Liz is excellent in all she does for St. James's Place. She is the reason I invested and I know she will manage my investment extremely well. I have complete confidence in her advice and management.
Private client
Liz Tuccy has always given me good, sound advice and any time I have needed advice or help she has been extremely eager to help me. I would recommend her to anyone.
Private Client
Liz explains any questions with authority, expertise and clarity. Nothing is too much trouble and in this difficult economic climate has given me excellent advice and put my interests first at all times.
Private Client
Would recommend Liz to anyone needing help with their finances which she delivers in a friendly and competent manner. She puts my interests first and her advice is sound. I also like dealing with a female as I am more relaxed, so would recommend to other females.
Private client
Liz Tuccy was introduced to us in May 2012. Since then she has sorted out our financial affairs where we had been poorly advised before. The six monthly reviews are of great help. We will be requesting her to set up Trust Funds for our granddaughters and also to rationalise our share holdings. It go...
Peter| Retired, North Leicestershire
Very pleased to receive such a trustworthy service from a very pleasant, approachable lady.
Patricia
I have been most fortuitous to have come across Liz Tuccy. From the start, I found Liz’s approach to be different from the others I have dealt with, maybe it’s because she is a woman! She is not only extremely knowledgeable but also has listened to what I want; guided me to the right products and in...
Naomi| Manager, North Leicestershire
We are very happy with the advice and regular updates we receive. Also the way our funds is managed which has been tailored to suit our lifestyles. We would have no hesitation in recommending her to anyone.
Mr & Mrs J Scott| Retired
Liz works with diligence and and concern. She is knowledgeable and friendly and offers a wide range and services with great ongoing support and communication. Thank you for your guidance.
Michael Gerighty | Teacher, Loughborough
I would recommend without hesitation Liz's services to anyone considering a review of their finances. Nothing has been too much trouble for her to help with and her advice has been clear, easily understandable and invaluable in assisting me formulate a plan for my future retirement.
Martin John Dace, Management Accountant
I've been dealing with Liz for 14 years, initially with nationwide until now with wealth management. From the beginning I've always found her very helpful and of course knowledgeable. Always given me great advice on investments, etc. Her personality is great and makes me feel like a friend.
Lynda Stirratt, Retired, Leicester
Liz is fantastic. She is very knowledgeable and always gives wise and objective advice. She is totally trustworthy and caring. I have total confidence in her ability to manage my mother's affairs and wouldn't hesitate to recommend her to anyone.
Louise Cooke| University Professor, Loughborough
Liz is very knowledgeable and thorough with her work - she painstakingly goes through every minute detail and puts our interests before hers. We feel so safe investing with her.
Krishan Kumar Khurana, Retired Teacher, Birmingham
We met about 4 yrs ago at a particularly difficult and stressful time in my life. I received help and kindness delivered with professionalism and rapid resolutions to problems. I would have no hesitation in recommending Mrs Tuccy to anyone.
Joyce
Friendly yet very professional advice and very knowledgeable.
John
We class her as a very good friend, always willing to listen, advise and help, someone you can trust 100%.
Jean and Derek Tinson| Retired, Leicester
Liz has been my financial adviser for a number of years now. She is friendly and approachable and explains things clearly and easy to understand. I have confidence in her advice and she always puts my interest first. You never feel pressured into taking any of her advice.
Jean
Liz Tuccy is a friendly, approachable person whom I trust implicitly. Liz always offers excellent service and I look forward to her visits.
Heather
Liz is always punctual and prepared. She has excellent communication skills, gives factual answers on all occasions and always treats one as a very important client that is not dependent on the amount to you when additional information or services are required. Some of these qualities are unfortunat...
Grayame Anthony Cockbill, Retired Sales Manager, Loughborough
Liz has supported myself and my wife with pension and personal insurance advice since 2018. The advice is very clear and Liz is always there to support us. I have seen the benefits in my pension pot rising and I would recommend Liz to any of my family and friends.
Graham Parker, Sales Director
Liz is always punctual, professional, and patient in explaining things.
Gillian
Liz is always friendly and helpful. She is willing to go the ‘extra mile’. Everything is always explained in simple language. I trust Liz 100% and would recommend her highly to others.
Gillian
I am happy with Liz’s advice given and the service provided by her so much that I regularly recommend her to clients and they have always been happy with her service.
Emma
I have an excellent relationship with Liz and trust her advice. She is always on hand to clarify questions and provide support. In different financial times, I am satisfied with the outcome of my portfolio.
Elaine Rolfe, Retired, East Leake Nottingham
We are more than happy with the service provided by St. James's Place and with you in particular in the account handling of our investments. Your service from the start has been exemplary and on a professional knowledgeable yet friendly level that has exceeded other financial advisers. Nothing seems...
David & Carol | Retired, Leicester
We are really pleased that we met Liz. She is extremely knowledgeable, friendly and approachable and has taken the headache out of managing our finances. Liz explains things with expertise and clarity and we have been please with the performance of our investments. We would have no hesitation in rec...
Claire Jones| Garden Designer
Liz is helpful, available and very, very sharp. Investments have gone up way farther than if we’d done this on our own. What more can we say? Excellent!
Bernard| Consultant, North Leicestershire
We both feel extremely comfortable and confident with the advice Liz has offered us. We wish we had met Liz years ago. I highly recommend.
Bernadette
Liz has always been very helpful and down to earth and explains things easily for us.
Angela
Liz has looked after my financial planning requirements since 2008. Her pro-active, friendly and exceptionally professional approach gives me total confidence that my pension is being properly managed. I would happily recommend Liz’s work and look forward to working with her again in the future.
Andy
Liz has looked after our financial affairs for over 12 years and we wouldn't think of going anywhere else. She always takes time to explain everything in a way that we can understand and her advice is always tailored to our exact needs. She is friendly and approachable, always responding promptly to...
Alison Yates | Quorn
Liz provides sound advice in a friendly and caring manner. She is always responsive and provides excellent support as does Nicole her PA. I would recommend Liz as a financial adviser.
Nigel Peckover, Chartered Accountant, Syston Leicester
Liz is incredibly supportive, well informed and patient. I would highly recommend her services.
Caroline Chilley| Company Director, Leicester
As relatively new clients of Liz Tuccy Wealth Management we have found Liz to be professional, competent and diligent with her advice and recommendations, whilst taking the time to comprehend our family objectives, all executed with a warm and friendly approach. We would have no hesitation in recomm...
Penny Beyless
We are absolutely delighted with Liz's service. She is truly interested in our needs, individual circumstances and preferences. Her depth of knowledge and professionalism, her caring demeanour and personal service are so important to us and has built our trust and respect. We will gladly recommend L...
Jackie and Trevor Jones| Nurse/Ambulance, Barlestone, Warwickshire
Liz has provided us with great advice, looking at our finances as a whole, whilst keeping in mind our goal for retirement. We know that our finances are in safe hands and that we can always ask for advice as and when needed. Liz is professional, trustworthy and knowledgeable. We would highly recomme...
Alex and Scott Weatherly, Oakthorpe
I have known Liz for a long time and trust her implicitly.
Yvonne
I have full confidence in Liz's financial knowledge and advice. She has looked after my savings for a number of years, is very responsive to my requests and tailors her service to my needs.
Tricia Wray| Loughborough
Since we first met Liz, she has shown us to be a very knowledgeable and competent financial adviser. She has explained the financial market and our investments and pensions in a simple way, we can both understand. She is reliable and the advice she has given us has always been sound and good. We wou...
Terence Brewin| Retired, Hathern
Because I ran a busy company and have children to manage too, I really want to have someone I can trust implicitly, to help me with wealth management and pensions. That person is Liz Tuccy and I would not go anywhere else. Her knowledge and professionalism are only beaten by her kindness - I recomme...
Tanya Cornford| Managing Director, Nottingham
Liz is an extremely able and client centric Partner, and brings empathy and understanding to her dealings with people. She always fulfils her promises, and has been a pleasure to work with.
Stuart
Liz has provided me with expert advice and while I’ve not always been able to follow through with her recommendations because of personal circumstances, I have no hesitation in recommending her work. I have also worked with her on a media relations project: she’s personable and very professional and...
Simon
Since day 1, Liz’s knowledge and insight has been saving us money, both as personal clients and with invaluable information for our business. In 2012 she has halved our accountancy fees and re-organised our pensions to increase growth by 30%. She has a wide network of proven contacts in the industry...
Ruth| Architect, North Leicestershire
From the very first engagement, Liz has been clear, thorough, and hugely helpful.
Robert
I have always found Liz very personable and reliable. Her advice is clear and helpful and she ensures that I understand the different options available to me. I would not hesitate to recommend her to friends and work colleagues.
Rachel Ann Hunter, Teacher, Leicester
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Past performance is not a guide to future performance.
Liz has always given me sound advice in a way I can easily understand. I always feel I can ring or email her for advice and she is happy to come and see me anytime. I would and have been recommending her services.
Private Client
We don’t know what we’d do without Liz. She’s helped to put our finances in order, with clarity and understanding.
Private Client
From the first meeting with Liz, she put my best interests at the heart of our discussion. she has a way of explaining financial matters and options so that they are easily understood. Her knowledge and advice are sound and because I trust her, I would not hesitate to recommend her to others.
Private Client| Retired Teacher, Loughborough
Liz was recommended to me by a friend and now I would have no hesitation in recommending her to others. She takes the time to get to know you as an individual and bases her advice upon this. She is easy to talk to, share ideas with and ask questions of. Nothing is too much trouble.
Private Client
Liz always explains each and every step clearly, clarifying anything I am not sure about or don't understand. The service & support Liz offers is exceptional. I would and have recommend her.
Private Client
Liz's skill-set is broad and comprehensive and we trust and value her professional expertise. Liz listened to our expectations and attitude to risk and has made sound investments on our behalf. She makes herself available to offer friendly advice.
Private Client
Liz is excellent in all she does for St. James's Place. She is the reason I invested and I know she will manage my investment extremely well. I have complete confidence in her advice and management.
Private client
Liz Tuccy has always given me good, sound advice and any time I have needed advice or help she has been extremely eager to help me. I would recommend her to anyone.
Private Client
Liz explains any questions with authority, expertise and clarity. Nothing is too much trouble and in this difficult economic climate has given me excellent advice and put my interests first at all times.
Private Client
Would recommend Liz to anyone needing help with their finances which she delivers in a friendly and competent manner. She puts my interests first and her advice is sound. I also like dealing with a female as I am more relaxed, so would recommend to other females.
Private client
Liz Tuccy was introduced to us in May 2012. Since then she has sorted out our financial affairs where we had been poorly advised before. The six monthly reviews are of great help. We will be requesting her to set up Trust Funds for our granddaughters and also to rationalise our share holdings. It go...
Peter| Retired, North Leicestershire
Very pleased to receive such a trustworthy service from a very pleasant, approachable lady.
Patricia
I have been most fortuitous to have come across Liz Tuccy. From the start, I found Liz’s approach to be different from the others I have dealt with, maybe it’s because she is a woman! She is not only extremely knowledgeable but also has listened to what I want; guided me to the right products and in...
Naomi| Manager, North Leicestershire
We are very happy with the advice and regular updates we receive. Also the way our funds is managed which has been tailored to suit our lifestyles. We would have no hesitation in recommending her to anyone.
Mr & Mrs J Scott| Retired
Liz works with diligence and and concern. She is knowledgeable and friendly and offers a wide range and services with great ongoing support and communication. Thank you for your guidance.
Michael Gerighty | Teacher, Loughborough
I would recommend without hesitation Liz's services to anyone considering a review of their finances. Nothing has been too much trouble for her to help with and her advice has been clear, easily understandable and invaluable in assisting me formulate a plan for my future retirement.
Martin John Dace, Management Accountant
I've been dealing with Liz for 14 years, initially with nationwide until now with wealth management. From the beginning I've always found her very helpful and of course knowledgeable. Always given me great advice on investments, etc. Her personality is great and makes me feel like a friend.
Lynda Stirratt, Retired, Leicester
Liz is fantastic. She is very knowledgeable and always gives wise and objective advice. She is totally trustworthy and caring. I have total confidence in her ability to manage my mother's affairs and wouldn't hesitate to recommend her to anyone.
Louise Cooke| University Professor, Loughborough
Liz is very knowledgeable and thorough with her work - she painstakingly goes through every minute detail and puts our interests before hers. We feel so safe investing with her.
Krishan Kumar Khurana, Retired Teacher, Birmingham
We met about 4 yrs ago at a particularly difficult and stressful time in my life. I received help and kindness delivered with professionalism and rapid resolutions to problems. I would have no hesitation in recommending Mrs Tuccy to anyone.
Joyce
Friendly yet very professional advice and very knowledgeable.
John
We class her as a very good friend, always willing to listen, advise and help, someone you can trust 100%.
Jean and Derek Tinson| Retired, Leicester
Liz has been my financial adviser for a number of years now. She is friendly and approachable and explains things clearly and easy to understand. I have confidence in her advice and she always puts my interest first. You never feel pressured into taking any of her advice.
Jean
Liz Tuccy is a friendly, approachable person whom I trust implicitly. Liz always offers excellent service and I look forward to her visits.
Heather
Liz is always punctual and prepared. She has excellent communication skills, gives factual answers on all occasions and always treats one as a very important client that is not dependent on the amount to you when additional information or services are required. Some of these qualities are unfortunat...
Grayame Anthony Cockbill, Retired Sales Manager, Loughborough
Liz has supported myself and my wife with pension and personal insurance advice since 2018. The advice is very clear and Liz is always there to support us. I have seen the benefits in my pension pot rising and I would recommend Liz to any of my family and friends.
Graham Parker, Sales Director
Liz is always punctual, professional, and patient in explaining things.
Gillian
Liz is always friendly and helpful. She is willing to go the ‘extra mile’. Everything is always explained in simple language. I trust Liz 100% and would recommend her highly to others.
Gillian
I am happy with Liz’s advice given and the service provided by her so much that I regularly recommend her to clients and they have always been happy with her service.
Emma
I have an excellent relationship with Liz and trust her advice. She is always on hand to clarify questions and provide support. In different financial times, I am satisfied with the outcome of my portfolio.
Elaine Rolfe, Retired, East Leake Nottingham
We are more than happy with the service provided by St. James's Place and with you in particular in the account handling of our investments. Your service from the start has been exemplary and on a professional knowledgeable yet friendly level that has exceeded other financial advisers. Nothing seems...
David & Carol | Retired, Leicester
We are really pleased that we met Liz. She is extremely knowledgeable, friendly and approachable and has taken the headache out of managing our finances. Liz explains things with expertise and clarity and we have been please with the performance of our investments. We would have no hesitation in rec...
Claire Jones| Garden Designer
Liz is helpful, available and very, very sharp. Investments have gone up way farther than if we’d done this on our own. What more can we say? Excellent!
Bernard| Consultant, North Leicestershire
We both feel extremely comfortable and confident with the advice Liz has offered us. We wish we had met Liz years ago. I highly recommend.
Bernadette
Liz has always been very helpful and down to earth and explains things easily for us.
Angela
Liz has looked after my financial planning requirements since 2008. Her pro-active, friendly and exceptionally professional approach gives me total confidence that my pension is being properly managed. I would happily recommend Liz’s work and look forward to working with her again in the future.
Andy
Liz has looked after our financial affairs for over 12 years and we wouldn't think of going anywhere else. She always takes time to explain everything in a way that we can understand and her advice is always tailored to our exact needs. She is friendly and approachable, always responding promptly to...
Alison Yates | Quorn
Liz provides sound advice in a friendly and caring manner. She is always responsive and provides excellent support as does Nicole her PA. I would recommend Liz as a financial adviser.
Nigel Peckover, Chartered Accountant, Syston Leicester
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