Lisa Planner Email
Chartered Financial Planner @ Regency Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lisa Planner Location
- Barnby Dun, England, GB
Lisa Planner Work
- 2024 -now Chartered Financial Planner @
- 2019 -2024 Managing Partner - Hayfield Wealth Solutions Partner Practice of St. James's Place Wealth Management @
- 2013 -2019 Associate Partner @
- 2004 -2013 Senior financial adviser @
- 1994 -2004 Financial Adviser @
- 1992 -1994 Financial Adviser @
- 1991 -1992 Financial Adviser @ Allied Dunbar
- 1987 -1991 Cashier @
Lisa Planner Education
- Hatfield high school 1983-1987
Lisa Planner Skills
- Wealth Management
- Banking
- Portfolio Management
- Retail Banking
- Investments
- Financial Risk
- Private Banking
- Financial Services
- Strategic Financial Planning
- Retirement Planning
- Networking
- Investment Advisory
- Financial Advisory
- Income Protection
- Investment Strategies
- Retirement
- Wealth
- Mutual Funds
- Mortgage Lending
- Pensions
- Wealth Management Services
- Finance
- Residential Mortgages
- Savings
- Inheritance Tax Planning
- High Net Worth Individuals
- Critical Illness
- Financial Planners
- Asset Allocation
- Personal Finance
- Estate Planning
- Fixed Annuities
- Protection
- Life Insurance
- Asset Management
- Financial Planning
Lisa Planner Summary
- Lisa Planner, based in Barnby Dun, England, GB, is currently a Chartered Financial Planner at Regency Wealth Management. Lisa Planner brings experience from previous roles at St. James's Place Wealth Management, Lloyds TSB and Bradford & Bingley plc. Lisa Planner holds a 1983 - 1987 Hatfield high school. With a robust skill set that includes Wealth Management, Banking, Portfolio Management, Retail Banking, Investments and more.
Looking for a different Lisa Planner?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co