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BY Lisa Vaughan
Chartered Financial Planner
Lisa Vaughan Financial Planning Ltd
Hi, I’m Lisa and I’m a chartered financial planner.
In my Sheffield based financial planning practice, clients sit firmly at the heart of everything I do, enabling me to run a genuinely client-focused business.
A bit about me
I have worked in Financial Services for over 15 years and have gained extensive experience in providing advice to individual and business clients. No two clients are the same, so it is essential that I take the time to understand a client’s needs, to enable me to deliver a solution that is right for them.
My advice covers all areas of financial planning, including; retirement planning, wealth protection, investment and estate planning. My business ethos is to build and maintain long-term relationships with my clients and provide them with a source of trusted advice as their financial needs evolve over time.
When I’m not working, I’m spending time with my husband and our two teenage children, as well as attempting to keep fit. Juggling both work and home life keeps me very busy, but I wouldn’t have it any other way.
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 www.sjp.co.uk/products.