Lisa Everitt
With over 25 years industry experience I pride myself on professionalism and attention to detail, providing well researched financial advice specifically tailored towards each client’s individual requirement. I can offer a very professional friendly service with high standards.
Specialisms:
About
You will have the benefit of a one to one relationship to meet all your financial needs, whether your priority is to:
- Build or preserve wealth
- Manage cash and borrowings or
- Gain financial protection against risk
I cover a wide range of financial planning, including Life and Income Protection, Retirement Planning and Income in Retirement and Investment Planning.
The Partner 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.
