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BY Lisa Vaughan

Chartered Financial Planner

Lisa Vaughan

Lisa Vaughan Financial Planning Ltd

Hi, I’m Lisa and I’m a chartered financial planner.

In my financial planning practice, clients sit firmly at the heart of everything I do, enabling me to run a genuinely client-focused business.

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A bit about me

I work with clients and their families, helping them to achieve their financial goals and aspirations, through the development of a financial plan that is tailored to their specific needs.

I also deliver financial education in the workplace, helping employers to improve the financial wellbeing of their employees. I enjoy helping people to understand their own financial circumstances, enabling them to make informed decisions regarding their finances.

Lisa Vaughan Financial Planning Ltd 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

contact me


0114 3034250


07570 068 039


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