Chartered Financial Planner
Associate Partner of St. James's Place Wealth Management
Location: Chesterfield
What I do:
I’m a Chartered Financial Planner with over 20 years’ experience in financial services, providing practical solutions to the financial issues that matter most to my clients.
I offer particular expertise in:
Retirement and pension planning
Investment planning
Estate and inheritance planning
My approach is all about building long-term relationships and acting as a trusted source of advice as your financial needs evolve — especially during big life transitions like separation, divorce, or planning for the future.
Free intro call:
Yes
Pricing:
There may be initial and ongoing advice fees. Any potential charges will be clearly explained in our first (free) meeting.
Contact:
Email: lisa.a.vaughan@sjpp.co.uk
Phone: 07570 068 039