Lisa Vaughan
My purpose is to work together with you and your family, helping you to achieve your financial goals and aspirations.
As your personal or business Financial Adviser, I will spend time finding out about you and your priorities. Once I understand what you want to achieve, we’ll then work together with you to develop a financial plan that’s tailored to your specific needs.
About
Lisa Vaughan Financial Planning Ltd was established in 2019, after Lisa Vaughan accepted an invitation to join St. James's Place.
Prior to this, Lisa Vaughan worked in Financial Services for over 15 years and has extensive experience in providing advice to clients.
Putting clients firmly at the heart of everything I do enables the Practice to run a genuinely client-focused business. In my experience, no two clients are the same and I therefore ensure that I understand your personal or business objectives and deliver solutions that are right for you.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 28/01/2025
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.
