Lana has devoted her career to supporting her clients in building robust financial plans enabling them to achieve their vision of financial freedom and security. She has a keen interest in understanding the more complex aspects of financial advice, leading to specialisms including Defined Benefit Transfer Advice and Long Term Care Advice.
Having joined St. James's Place in 2012, following a career with HSBC, Lana has a vast amount of experience and knowledge which helps her provision the most suitable recommendations to her clients.
Lana is family-oriented and enjoys spending time with her partner, Kevin. In her spare time she loves baking, playing tennis and attending Reformer Pilates classes.
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.