Principal Partner Practice of St. James's Place Wealth Management
Lisa comes from an accounting administrative background, and before that she is was in recruitment. She spent four years working in accounting admin and has an amazing attention to detail when it comes to processing work.
In the practice Lisa has a wide range of responsibilities, and liaises with providers and clients, processes business electronically, produces illustrations for the advisers, and works closely with them day-to-day.
Outside of work Lisa is a real outdoors person. She is an avid Munroe walker, and loves any hillwalking and more locally, jogging. She enjoys meeting up with friends and family and spending quality time together.
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.