Lisa Calvert

DipPFS, MA(Cantab)

I have spent my entire working life of over 26 years in the financial services industry. After studying Economics and History at Cambridge University I joined the graduate training programme of a prestigious investment bank, rising to Executive Director. I undertook roles within equity research, sales and relationship management. 

In 2008 I took a career break to look after my three, now teenage, daughters. I always had an interest in investing and personal finance so, having already entrusted my own money with St. James's Place,  I joined their Academy in 2015 and qualified for my Diploma in Regulated Financial Planning.  

I wanted to be able to pass on my knowledge, expertise and passion for investing and financial planning to others who may be successful but have less enthusiasm, time or inclination to manage their own financial affairs. I believe that looking after clients’ wealth is a privilege that is earned. Whether you are a city professional, business owner or going through a divorce, I thrive on building highly personal and trusted relationships with all my clients. I like to understand their values, goals and what's important to them in a non-judgemental manner before composing bespoke financial plans.

Outside of the office, my three teenage daughters and dog Luna keep me busy. We love to travel and I like to keep myself fit and active. I enjoy playing tennis, padel and golf, as well as taking part in activities from yoga to Zumba! 

Testimonials

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Lisa made the complexities of inheritance and financial planning very clear and easy to understand. Investing was new to me and could be quite daunting but I was confident that Lisa's advice was the best way forward and I haven’t been wrong!

Lisa is incredibly proactive,  committed to achi...

Jenny| Law Firm Partner

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.