Lizette Roullett
Originally from Chile with an MBA from the UAM Spain, I bring over 15 years of experience in investment management. Now based in London, I am a Financial Adviser and an Appointed Representative of St. James's Place in the United Kingdom.
I provide holistic financial planning services for individuals, families and companies with the aim to create wealth, protect families and improve retirement. All based in tax- efficiency.
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.
