Lisa began her career at HSBC, where she spent 15 years in various senior roles building a strong foundation in banking and customer service. After taking time out in 2015 to welcome her son, Jenson, she joined Dean J. Last Wealth Management Ltd. as Practice Manager.
Following successful completion of the St. James's Place Financial Adviser Academy Lisa became an Adviser within the Practice.
Lisa is extremely passionate about supporting individuals and families with financial advice and continuing the trusted relationships we’ve built over the years. Her approach is to understand a client’s unique situation and provide tailored advice that aligns with their long-term objectives.
Outside of work, she likes to keep active by running and is a big fan of a good podcast or catching up on the latest news. Lisa is married to John and kept on their toes by the very loving (and slightly crazy) cockapoo, Dexter.
Lisa is also a dedicated football mum and absolutely loves escaping to the sunshine for a hot holiday whenever possible.
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.