Welcome to Lisa Calvert Financial Wellbeing
Achieving financial wellbeing is to feel secure and in control of your finances, both now and in the future. It is not just about having money but also the skills and knowledge to manage it effectively. Through trusted and friendly advice I can help you navigate the complex world of finance, and through collaborative planning work with you to identify and achieve your own unique life and financial goals.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 28/02/2024
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.
