Lasitha Wijeratna
BSc (Hons), IMC, DipPFS
Approaching 18 years in the asset management industry, I've dedicated my career to empowering clients to achieve their financial goals. My most recent role was as a Pension Fund Manager, where I managed UK and European pensions exceeding £620 million. Years of experience have given me deep insights into markets, investment trends and portfolio strategies - allowing me to confidently and articulately help individuals and businesses secure their financial needs.
About
My Passion: Guiding clients towards financial success
The world of finance can be complex and intimidating, but I believe that with the right guidance, everyone can make an informed decision. My mission is to help you navigate investments and retirement with clarity, ensuring your assets work efficiently for you - whether you're planning for retirement, growing wealth, optimising current portfolios or protecting yourself and your family.
Client-centric, results driven approach:
I take the time to fully understand your needs, wants and desires. Your financial aspirations, challenges and lifestyle all feed into the advice I give. Whether you're planning for retirement, need investment guidance or using more tax efficient structures, my goal is to provide the tools, knowledge and confidence for your financial journey.
If you would like to have an informal, no nonsense chat, please get in touch to arrange a no-obligation meeting.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 19/11/2024
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.
