Liz Wade
APFS
My expertise covers all areas of financial planning and wealth management.
About
Even the most successful individuals seek specialist financial advice to help them with their plans. When you need advice, you need advice that you can trust. You also need a person you can relate to who doesn’t talk jargon and explains concepts clearly.
As a member of the prestigious St. James's Place Partnership, the sole advisory channel of the St. James's Place Group, my focus is on you. I take time to understand your individual circumstances and needs, then provide advice, solutions and ongoing services tailored to meet your specific requirements.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 08/11/2022
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.
