Client Centric Wealth Efficiency Service
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"Our mission is to provide exceptional, impartial and personal financial planning advice and wealth management services to our private clients"
Meet Our Team
Lisa Jameson, Cert CII (FS)
Paraplanner Administrator
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Lisa has worked in the Financial Services Industry for the past 11 years, and is responsible for the day to day administration of F3 Wealth Management (formerly Client Centric Wealth).
Lisa’s wealth of experience in dealing with clients on a daily basis, ensure the service that Client Centric Wealth provides is maintained to the highest standards. Having recently obtained her Level 3
Certificate in Financial Services, Lisa is now looking to progress her paraplanning role within Client Centric Wealth.
Lisa lives in Northampton with her partner Darren, and her 2 children, Evan (9) and Oscar (6). She enjoys socialising with friends and spending quality time with her family.
Independent Chartered Financial Planning Services / Telephone: 01932 567079 / vik.sharma@f3wealth.com
F3 Wealth Management Limited is a company registered in England & Wales No 08861465 and authorised and regulated by the Financial Conduct Authority, reference number 705758. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error, please notify us by replying or calling the telephone number above.