Liz Tuccy
BA (Hons) Dip PFS Certs CII(MP & ER)
Liz’s career in financial services started in Bancassurance back in 1998. She then progressed into Stock Broking and Independent Financial Advice before being invited to join St. James's Place.
About
Liz looks after clients around the UK, particularly within the area of Leicestershire. She lives locally to most of her clients but is happy to travel.
Liz has developed in-depth knowledge and experience within the many challenging areas of financial planning and provides a wide scope of advice dependent upon her clients’ needs.
Liz is incredibly passionate about what she does and enjoys working closely with her clients to ensure she provides them with the service they require. Through the distinctive model of St. James's Place, Liz provides her clients with a greater level of service and the best possible advice through the products and services available to the St. James's Place Partners.
Some of the key services I offer to my clients are as follows:
Investments
- Retirement planning
- Pensions
- Discretionary Portfolio Management*
- Investing for income and/or growth inc ISA's
- Regular Savings
- Trustee investments
Protection
- Inheritance tax planning
- Life or Critical Illness cover
- Income protection
- Family protection
The value of an investment with St. James's Place will be directly linked to the performance of funds selected, and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
*Available through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James's Place. The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.
Outside of Liz’s working life she enjoys spending time with her daughter, Francesca, travelling, short breaks away and socialising with friends. She has a passion for horse riding and keeps fit with regular exercise, successfully completing the London Marathon in 2017 and The Great North Run in 2021. Liz is also an active member of local business networking groups.
Testimonials
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 recommen...
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 reco...
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.
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 unfortu...
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.
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.
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.
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.
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.
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.
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.
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.
Liz always explains each and every step clearly, clarifying anything I am not sure about or don't understand. The service &%3B support Liz offers is exceptional. I would and have recommend her.
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.
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...
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.
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 ...
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 ...
I value Liz's advice and have followed it and invested accordingly, now for many years and will continue to do so. She always takes time to make it so I understand everything and is always available when I need her. I would recommend her services very highly.
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.
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 reco...
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.
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.
We class her as a very good friend, always willing to listen, advise and help, someone you can trust 100%
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.
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.
...
Friendly yet very professional advice and very knowledgeable.
Liz has always been very helpful and down to earth and explains things easily for us.
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.
Very pleased to receive such a trustworthy service from a very pleasant, approachable lady.
Liz is always punctual, professional, and patient in explaining things.
Liz Tuccy is a friendly, approachable person whom I trust implicitly. Liz always offers excellent service and I look forward to her visits.
I have known Liz for a long time and trust her implicitly.
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.
From the very first engagement, Liz has been clear, thorough, and hugely helpful.
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 indus...
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...
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 se...
We don't know what we'd do without Liz. She's helped to put our finances in order, with clarity and understanding.
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!
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.
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.
Liz is an extremely able and client centric Partner, and brings empathy and understanding to her dealings with people. She always fulfills her promises, and has been a pleasure to work with.
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.
I have the utmost confidence in the advice and services provided by Liz. She is always able to respond to queries raised with her promptly and effectively. The advice given to date has been outstanding in my opinion, so I would not hesitate in recommending her to anyone.
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.
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.
I would highly recommend Liz for her integrity, knowledge and desire to offer the very best advice to her client's. Liz identifies what you really want to achieve with your finances and then finds the way to deliver that.
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 ...
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.
Liz is very attentive, always does what she says she's going too, and you always feel like she's been very thorough when listening to your needs.
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 recommen...
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 reco...
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.
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 unfortu...
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.
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.
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.
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.
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.
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.
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.
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.
Liz always explains each and every step clearly, clarifying anything I am not sure about or don't understand. The service &%3B support Liz offers is exceptional. I would and have recommend her.
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.
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...
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.
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 ...
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 ...
I value Liz's advice and have followed it and invested accordingly, now for many years and will continue to do so. She always takes time to make it so I understand everything and is always available when I need her. I would recommend her services very highly.
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.
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 reco...
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.
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.
We class her as a very good friend, always willing to listen, advise and help, someone you can trust 100%
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.
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.
...
Friendly yet very professional advice and very knowledgeable.
Liz has always been very helpful and down to earth and explains things easily for us.
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.
Very pleased to receive such a trustworthy service from a very pleasant, approachable lady.
Liz is always punctual, professional, and patient in explaining things.
Liz Tuccy is a friendly, approachable person whom I trust implicitly. Liz always offers excellent service and I look forward to her visits.
I have known Liz for a long time and trust her implicitly.
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.
From the very first engagement, Liz has been clear, thorough, and hugely helpful.
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 indus...
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...
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 se...
We don't know what we'd do without Liz. She's helped to put our finances in order, with clarity and understanding.
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!
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.
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.
Liz is an extremely able and client centric Partner, and brings empathy and understanding to her dealings with people. She always fulfills her promises, and has been a pleasure to work with.
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.
I have the utmost confidence in the advice and services provided by Liz. She is always able to respond to queries raised with her promptly and effectively. The advice given to date has been outstanding in my opinion, so I would not hesitate in recommending her to anyone.
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.
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.
I would highly recommend Liz for her integrity, knowledge and desire to offer the very best advice to her client's. Liz identifies what you really want to achieve with your finances and then finds the way to deliver that.
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 ...
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.
Liz is very attentive, always does what she says she's going too, and you always feel like she's been very thorough when listening to your needs.
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 recommen...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
