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.
Intro call:
No obligation intro call
Pricing:
There may be initial and ongoing advice fees. Any potential charges will be clearly explained in our first meeting.
Contact:
Email: lisa.a.vaughan@sjpp.co.uk
Phone: 07570 068 039
Lisa Vaughan Financial Planning Ltd 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 https://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.
SJP Approved 03.08.2026