Lisa Wiggins Email
Associate Director in Financial Planning @ Evelyn Partners
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Lisa Wiggins Location
- Tamworth, GB
Lisa Wiggins Work
- Associate Director in Financial Planning @ (January 2020 - Present)
- Financial Planner @ (January 2020 - Present)
- Associate- Wealth Planning @ (April 2016 - January 2020)
- Senior Paraplanner @ (July 2012 - April 2016)
- Paraplanner and Pensions Administrator @ Mortimer Group/PTP Financial Services Ltd (February 2004 - September 2011)
- Paraplanner @ (May 2003 - January 2004)
- Senior Pensions Technician @ Norwich Union Life (January 1997 - January 2002)
- Life and Pensions Administrator @ Norwich Union Life (January 1987 - January 2002)
- Sales Technical Assistant @ Norwich Union Life (January 1993 - January 1997)
- Team Leader @ Norwich Union Life (January 1989 - January 1993)
- Life Back-up Clerk @ Norwich Union Life (January 1987 - January 1989)
Lisa Wiggins Education
- Woodhouse High School 1980-1987
Lisa Wiggins Skills
- Financial Advisory
- Pensions
- SIPP
- Business Relationship Management
- Insurance
- Retirement Planning
- Financial Planning
- Critical Illness
- Investments
- Relationship Management
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Defined Benefit
- Wealth
- Pension Funds
- Protection
- Inheritance Tax Planning
- Retirement
Lisa Wiggins Summary
- Lisa Wiggins, based in Tamworth, GB, is currently a Associate Director in Financial Planning at Evelyn Partners. Lisa Wiggins brings experience from previous roles at Tilney Smith & Williamson, Tilney Group, Ernest Grant and Mortimer Group/PTP Financial Services Ltd. Lisa Wiggins holds a 1980 - 1987 Woodhouse High School. With a robust skill set that includes Financial Advisory, Pensions, SIPP, Business Relationship Management, Insurance and more. Lisa Wiggins has 3 emails on RocketReach.
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Top Evelyn Partners Employees
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Chief People Officer
London, GB
Caroline Connell
Managing Partner
London, GB
Jason Hollands
Managing Director, Head of Corporate Affairs
London, England, GB
Richard Mikdadi
Managing Partner
Bristol, England, GB
Niraj Vyas
Managing Partner - Midlands and South Wales
United Kingdom
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