0208 166 8476
Based in Weybridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Lisa has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lisa has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lisa has not yet added their fees to their profile
Fees not yet added
Lisa has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Lisa has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lisa has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lisa has not yet added their fees to their profile
Fees not yet added
Lisa has not yet added their fees to their profile
I have over 26 years’ experience in the financial services industry including 17 years in investment banking. Having worked extensively with other partners at St. James's Place, I have just launched my own practice, Lisa Calvert Financial Wellbeing, www.lisacalvertfw.com. My client base has been built from referrals and is diverse, ranging from City traders, busy entrepreneurs, lawyers, divorced women to older clients in retirement. Many of my clients don’t have the time nor inclination to manage their own money, particularly in the most tax efficient way. What’s more, the financial world we live in is highly complex and fast-changing so that’s what I help my clients to navigate. I advise clients on all aspects of wealth management but in particular investment, retirement and estate planning. I have an ability to get along with people from all walks of life and help them plan their own journeys through bespoke face to face advice to achieve their financial goals. I am committed to building long term and sustaining relationships with my clients built on trust and superior client service. Outside of work I enjoy tennis, yoga, reiki and zumba dance. I also love to travel with my three teenage daughters. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 03/03/2025
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lisa's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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