Lisa Johnstone
Managing Director & Chartered Financial Planner @Vwm Wealth
Glasgow, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2019 — Present
Managing Director & Chartered Financial Planner @Vwm Wealth
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Glasgow, GB
EDUCATION
N/A
Personal Finance Society/ Chartered Insurance Institute
Chartered Financial Planner
2002 — 2006
Glasgow Caledonian University
BA(hons)
SKILLS
Personal Tax PlanningWealth AccumulationInvestmentsLifetime PlanningSsasFinancial PlanningIncome ProtectionHigh Net Worth IndividualsBusiness Protection PlanningInvestment PlanningFinancial AdvisoryInheritance Tax PlanningCashflow ModellingWealth ManagementRetirementStrategic Financial PlanningEstate PlanningPensionsSippDiscretionary Investment ManagementRetirement Income StrategiesRetirement PlanningBusiness Tax Planning
ABOUT LISA JOHNSTONE
Chartered Financial Planer of the Year 2014 Central Scotland Co Chairwoman for the…
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