Lisa Burke

I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

About

Lisa has enjoyed a successful career within the financial services sector since May 2001. In 2010, she accepted an invitation to join St. James's Place, giving her access to the distinctive investment management approach and superior client care that St. James's Place has to offer.

As Principal of Devine Wealth Management a Partner Practice of St. James's Place, Lisa offers a comprehensive Wealth Management service to both individuals and businesses. She helps identify the products and services that can assist clients, their families and their businesses to achieve their financial objectives. The service offered is thoroughly professional, strictly confidential and covers crucial aspects of financial planning. Most notably, clients’ arrangements are continually reviewed to take account of their changing circumstances.

The best way that we can help you reach your goals is not only to provide you with appropriate financial advice and guidance now, but also to monitor if this remains effective in the future, no matter how your circumstances change.

We focus upon maintaining open, long-term relationships with all clients. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.

In addition to the experience and leading expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe the providers represent the “best” in their respective categories and are capable of delivering the high standards you would expect.

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.