Lisa Griffiths's Linkedin Analytics

At LJG Wealth Management, my main aim is to prioritise current and future objectives by designing the right financial plan. My core advice focuses on: • Investment planning • Protection for you and your family • Retirement planning • Inheritance tax planning I have a particular interest in supporting business owners when considering: • The most tax efficient ways to save • Extracting profits towards retirement planning • Corporate investment planning • Business protection needs • Succession planning and aspects of exit strategies Liaising directly with my clients accountants provides an advice link and builds long term professional relationships. Establishing firm foundations with businesses allows me to support the financial needs of both employers and their employees, as well as sharing important financial industry updates. My career in financial services awards me over 20 years’ experience. Working at Santander I developed my skills and knowledge to become a Senior Financial Planning Manager, gaining my full Level 4 Financial Planning qualification – DipPFS, in 2012. The opportunity to become an Associate Partner Practice of St. James’ Place Wealth Management came in November 2019. This has allowed me to widen my advice and offer my clients a far broader range of financial solutions. For further details, or to arrange a no obligation initial meeting please message/connect with me, email at [email protected] or view my website www.LJGwealth.co.uk. LJG Wealth Management 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives