We have an established association with CCL Property, providing specialist wealth management advice for Commercial or Residential clients going through change, development or sale.
CCL Property has an established record of helping business and residential owners navigate effectively all aspects of the sale and purchase of their property. They look not only at the sale and purchase process but assist with all ancillary services such as finance, including invoice discounting and commercial mortgages, through to equity investment and mezzanine finance to buying or selling property and businesses.
Lisa McCreadie has a natural synergy with of CCL’s work and relationships, supplying focused, incisive wealth management strategies and advice to business owners and individuals looking to take their companies – and their personal wealth - to a new and potentially profitable place.
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.