L J G Wealth Management
Lisa Griffiths
DipFS
I provide professional tailored financial advice offering a wide range of solutions to individuals and businesses across the whole of South Wales. I strive to offer exceptional customer service and will design a plan to meet your objectives, whether this be to build, grow, protect or preserve your wealth.
About
L J G Wealth Management was established after I accepted an invitation to join St. James's Place. Prior to this, I worked for Santander for over 22 years of which 19 years was as a Senior Financial Planning Manager.
I am committed in building long term, trusted relationships with my clients and pride myself on providing advice of the highest standard.
I have the view that no client’s needs are too small and offer a wide range of wealth management services including Investment Planning, Retirement Planning, Protection, Borrowing, Inheritance Tax Planning.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 17/03/2023
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.
