The Lisa Devine Practice

Welcome to the Lisa Devine Practice, specialists in wealth management and financial planning serving individuals, families and businesses.

Monday 10 September 2012

With the hectic lifestyles we all experience today, we find that very few people have the time or often the inclination to manage their financial affairs effectively. That’s hardly surprising as the financial world we live in is complex and fast changing.

However, at one time or another most of us will need to seek financial advice. We have a wide range of expertise and knowledge, developed over many years to help people, both individually and in business, to fulfil their aims and aspirations as well as offer that all important ‘peace of mind’ for the future. Our aim is to provide a seamless service of distinct quality, professionalism and expertise covering many varying aspects of wealth management, all backed by the successful St. James's Place Wealth Management Group.

We can offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
• Build & Preserve Capital
• Manage Cash & Borrowings
• Gain Financial Protection Against Risk
• Reduce Inheritance Tax liabilities
• Plan for retirement

Planning for your future prosperity will require an ongoing commitment to building and maintaining long-term, trusted relationships to ensure that you receive advice of the highest standard. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.

As a Partner Practice of the prestigious St. James's Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones.

Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.

We hope that you will find the information available on the website www.sjpp.co.uk/lisadevine to be of interest and would welcome the opportunity to explore how we can work together to improve or enhance your financial situation.

Lisa Burke
Director of The Lisa Devine Practice
Partner Practice of St James’s Place Wealth Management

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Services 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

Monday 10 September 2012