Lisa Wickens   DipFA

Lisa Wickens DipFA

Pharmaceutical Sales Representative

Followers of Lisa Wickens   DipFA671 followers
location of Lisa Wickens   DipFAWillerby, England, United Kingdom

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  • Timeline

  • About me

    Director of Lisa Wickens Wealth Management Limited, Associate Partner Practice of St. James's Place Wealth Management

  • Education

    • Wilberforce 6th Form College Hull

      1989 - 1991
    • Liverpool John Moores University

      1991 - 1994
      Bachelor's Degree Applied Psychology 2:1
  • Experience

    • Schering-Plough Research Institute

      Jan 2001 - Jan 2002
      Pharmaceutical Sales Representative
    • Takeda Pharmaceuticals Europe Ltd

      Jan 2002 - Jan 2004
      Pharmaceutical Sales Representative
    • Lloyds Banking Group

      Jan 2004 - Jan 2011
      Financial Advisor
    • AXA Wealth

      Jan 2011 - Jan 2013
      Financial Planning Manager
    • Office Angels

      Jan 2014 - Jan 2016
      Recruitment Consultant
    • Cheshire Trafford UK Limited

      Nov 2015 - Jan 2018
      Independant Financial Adviser / Office Manager
    • St. James’s Place Wealth Management

      Jan 2018 - now
      Director of Lisa Wickens Wealth Management Limited, Associate Partner Practice of

      St. James's Place Wealth Management is one of the UK's leading wealth managment 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. St. James's Place proposition is further enhanced by its distinctive approach to investment managment.

  • Licenses & Certifications

    • DipFA

      Insititute of Financial Services
      Jun 2012
    • ABPI

      Jan 2001
    • BSc Hons Applied Psychology 2:1

      Jul 1994
    • Statement of Professional Standing

      The London Institute of Banking & Finance
      Jan 2023