Liz Rolland
BA (Hons) Dip CII
The greatest compliment I can receive is knowing that I’ve made a genuine difference to someone’s life. I’m incredibly proud when my clients tell me they feel listened to, understood and genuinely cared for, because for me financial planning is about so much more than managing money – it’s about helping people understand what’s possible and giving them confidence and peace of mind for the future. As one client recently said, “She has helped change our future and given us the confidence and peace of mind to look forward to it."
With over 25 years’ experience in financial services, I’m incredibly proud of the work I do and the difference good financial planning can make to people’s lives. I take the time to understand what really matters to my clients and build a financial plan around them and the future they want to create.
I know that life doesn’t always go to plan, which is why I believe in being there for my clients as life changes – providing ongoing guidance, reassurance and the confidence to enjoy today while planning for tomorrow.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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.
