Ellie Lees
Chartered Financial Planner
I have spent ten years in the financial services industry and am proud to be a Chartered Financial Planner. I enjoy helping my clients build a robust financial plan enabling them to achieve their goals and have peace of mind.
About
Based in Warwick, I provide financial planning services to individual clients and small to medium sized businesses across the Warwickshire region and further afield. I work with people who believe it's important to have a financial plan in place, however, don't necessarily have the time or inclination and would rather work with a trusted Adviser to build one together.
I joined the financial services industry in 2015 after graduating from University. I started my qualifications with my Diploma in Regulated Financial Planning and initially focused on mortgages and protection. I later developed my knowledge in cashflow planning and completed my chartered exams in 2019 to become a Chartered Financial Planner.
I feel extremely grateful that my parents taught me how to manage my personal finances and I want to be in a position to help others to manage theirs so that they can worry less and spend more time doing the things they love.
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 28/08/2025
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.
