Lisa Colley
DipPFS
Lisa has worked in Financial Services since 1998, and her advice covers a wide area of Wealth Management including Retirement Planning, Inheritance Tax Planning, Investing for Income and Growth, and Savings and Investment planning.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Specialisms:
About
Since successfully achieving the Long-Term Care CF8 qualification, she has developed an in-depth knowledge of this area and is one of the specialists able to advise on Long-Term Care within St. James's Place.
Lisa’s aim is to provide a genuine client-focused business, based on her client’s individual needs, both now and in the future.
Her emphasis is to maintain a long-term relationship with her clients with provision of an ongoing service framework to ensure their financial affairs are reviewed on a regular basis.
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.
