Lisa Wickens
BSc Hons DipFA MLIBF
Having over 23 years' experience as a Financial Adviser, I am proud to have been given the opportunity to set up my own Practice in 2018, offering financial advice as a Partner Practice of the prestigious St. James's Place, to both private clients and businesses.
My focus is to build long-term and trusted relationships with clients, based upon solid and professional financial advice. I am passionate about providing a 1st class bespoke service, testament to my ever-growing client base which is largely a product of personal recommendation.
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.
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.
