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Lisa Hair (Fpfs) Chartered Financial Planner is listed as Chartered Financial Adviser of Regency Wealth Management a Partner Practice of St. James's Place Wealth Management at Regency Wealth Management, a with 7 employees, based in Barnby Dun, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lisa Hair (Fpfs) Chartered Financial Planner.
Lisa Hair (Fpfs) Chartered Financial Planner previously worked as Chartered Financial Planner at Regency Wealth Management and Managing Partner - Hayfield Wealth Solutions Partner Practice of St. James's Place Wealth Management at St. James'S Place Wealth Management. Lisa Hair (Fpfs) Chartered Financial Planner studied at Hatfield High School.
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I am a Chartered Financial Planner and also a Fellow of the Chartered Insurance Institute and I have worked in financial services for over 30 years. I provide broad based advice, mainly to professionals and retired clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, investment planning, retirement planning, wealth protection, family and business protection.As Chartered Financial Adviser with Regency Wealth Management, a Partner Practice of St. James’s Place Wealth Management, I am based in Barnby Dun, Doncaster, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.During my time with Bradford & Bingley and Lloyds TSB particularly, I had the benefit of experiencing many facets of finance and customer service and this customer service is at the heart of my business now. I truly believe that looking after my clients is my first priority. I am well known for speaking in plain English and explaining things in a straight forward way and I insist on only the highest levels of client care and professionalism, and above all else, doing the right thing for my clients every time.The 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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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Doncaster, England, United Kingdom
I have recently joined a larger practice within my community to enable us to reach out to more clients and still provide the excellent levels of service expected by my existing clients. We will be able to provide succession planning through younger advisers and build their skill set in order for our industry to flourish and provide quality financial advice for decades to come.
Barnby Dun, Doncaster
I am pleased to announce that I have recently been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII) I am also a Fellow of the Personal Financial Society (PFS), something which is only awarded to a relatively small number of financial Advisers in the country. Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.My new Practice name is Hayfield Wealth Solutions and I now proudly work with my partner in business and life Mick Hair. We look forward to continuing to build on solid foundations with our new and existing clients and look to provide the highest standard of service to each person we look after both now and in the future.
Leeds
St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
Doncaster, United Kingdom
Other employees you can reach at regencywm.co.uk. View company contacts for 7 employees →
Luke Kilburn (Mcsi)
Colleague at Regency Wealth ManagementNormanton, England, United Kingdom
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LM
Lynsey Murray Dippfs Cert Cii (Mp)
Colleague at Regency Wealth ManagementDewsbury, England, United Kingdom
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PW
Peter Whittaker Dipfa Mifs
Colleague at Regency Wealth ManagementWorksop, England, United Kingdom
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JB
James Bennett
Colleague at Regency Wealth ManagementUnited Kingdom
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MB
Michael Baker
Colleague at Regency Wealth ManagementWakefield, England, United Kingdom
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ML
Matthew Lowe
Colleague at Regency Wealth ManagementWakefield, England, United Kingdom
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Quick answers generated from the profile data available on this page.
Lisa Hair (Fpfs) Chartered Financial Planner works for Regency Wealth Management.
Lisa Hair (Fpfs) Chartered Financial Planner is listed as Chartered Financial Adviser of Regency Wealth Management a Partner Practice of St. James's Place Wealth Management at Regency Wealth Management.
Lisa Hair (Fpfs) Chartered Financial Planner is based in Barnby Dun, England, United Kingdom while working with Regency Wealth Management.
Lisa Hair (Fpfs) Chartered Financial Planner has worked for Regency Wealth Management, St. James'S Place Wealth Management, Lloyds Tsb, Bradford & Bingley Plc, and Abbey National.
Lisa Hair (Fpfs) Chartered Financial Planner's colleagues at Regency Wealth Management include Luke Kilburn (Mcsi), Lynsey Murray Dippfs Cert Cii (Mp), Peter Whittaker Dipfa Mifs, James Bennett, and Michael Baker.
You can use AeroLeads to view verified contact signals for Lisa Hair (Fpfs) Chartered Financial Planner at Regency Wealth Management, including work email, phone, and LinkedIn data when available.
Lisa Hair (Fpfs) Chartered Financial Planner studied at Hatfield High School.
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