DJS Wealth Adviser LLP
Partner Practice of St. James's Place Wealth Management
Lisa became part of the DJS Wealth Adviser LLP team in July 2011; she is the senior support staff member to David as well as being David and Elaine's daughter. Lisa provides essential back office support and is the first point of contact if David is unavailable; she is responsible for supporting the running of the Practice as well as ensuring the clients receive the highest level of client servicing and also helps to coordinate client events. Lisa is continuing her personal development by attending training courses and seminars provided by St. James's Place to ensure her knowledge of the financial industry are current.
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.
DJS Wealth Adviser LLP is a Limited Liability Partnership registered in England and Wales, Number OC395588. Registered Office: Brookleigh, Milley Road, Reading, Berkshire, RG10 0JR.