I am an adviser at Frost Wealth Management Ltd, a Senior Partner Practice of St. James’s Place Wealth Management, offering face to face practical advice and financial solutions.
I specialise in later life advice and work closely with everyone involved in the care of a loved one from the actual person who needs the care to their family and trusted attorneys. I take the time to understand the specific needs and recommend a tailored financial approach that will fund the care for as long as required while safeguarding as much capital as possible.
A Little More About Lisa
I have worked in Financial Services since 1998 and I have been with St. James’s Place for 10 years. As a Member of Society of Later Life Advisers (SOLLA), I am able to provide my clients with the best advice possible when it comes to planning for a loved one’s long term care.
My advice covers a wide area of Wealth Management including Retirement Planning, Inheritance Tax Planning, Investing for Income and Growth, and Savings and Investments. I have developed an in depth knowledge of Long Term Care and over the years I have helped many families find peace of mind.
I want to make it easy and simple for you to plan for long term care. Over the years, as a result of my individual, supportive approach to long term care, I have built exceptionally strong, trusted, lasting relationships with my clients.
My areas of specialist advice
I am able to assist my clients in key areas such as:
- Long Term Care Planning
- Inheritance Tax Planning
- Estate Preservation
- Equity Release*
- Investment Planning
- Retirement Planning
- Options at Retirement
How to contact Lisa
Office: 020 7744 8554
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
* To understand the features and risks associated with such products, please ask for a personalised illustration.
The Partner Practice 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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
St. James’s Place House.
3 Moorgate Place,
Office: 020 7744 8554