Lakmini Perera Name Mark

Lakmini Perera

Chartered Financial Planner, APFS
Based on core values of excellence of service and above all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.

About

I have devoted my working life, now spanning in excess of 20 years, to helping others make the most of their money and realise their financial goals. During this time, I worked for one of the most recognised High Street banks, where I rose to become a highly respected Consultant and gained numerous financial qualifications along the way.

In 2009, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner of St. James's Place as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

I specialise in the area of Retirement, Inheritance Tax and Investment Planning.

Outside of my working life, I love spending time with my family, reading, and walking with my Yorkshire Terrier, Pixie.

Promotions

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

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 07/10/2024

The Partner 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.