Liz Robinson
DipPFS
I joined the financial services profession at the age of 21, working for two major UK life companies and later as an Independent Financial Adviser before finally being invited to become a Senior Partner of the St. James's Place Partnership in 2012.
Specialisms:
About
I enjoy creating and maintaining long-term relationships with my clients whilst providing a professional and comprehensive, wealth management service which incorporates all the key elements of financial planning.
It is important to me to support my clients and the people they care about, helping them to identify, clarify and achieve their financial goals and objectives through my distinctive wealth management programme.
My specialisms are:
- Retirement planning
- Estate planning/ Inheritance Tax planning
- Investment planning
- Family wealth management
- Financial advice regarding to compensation settlements
- Financial advice regarding to matrimonial settlements
- Business sales
- Preparing for a business exit
Please note that advice with regard to business sales and exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
Testimonials
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.
