A Senior Partner of St. James's Place Wealth Management
I pride myself on providing clear, logical and understandable solutions to your financial needs. My objective is to build lasting, long term relationships with my clients which will allow me to assist in achieving their personal financial objectives.
We offer an excellent wealth management service which will help you achieve your goals
Lee provides a highly professional and attentive service. Lee is very level-headed and his sound advice and judgement is greatly appreciated, particularly in these challenging times. As a lawyer I am most impressed by, and grateful for, Lee’s meticulous attention to detail.
Lee is an attentive and approachable adviser who has over the years provided me with excellent guidance on my pension and on investments generally. He understands that, with limited time available and a fairly low boredom threshold, I need readily comprehensible information presented in a user-friendly and consistent fashion. Having considered his advice and made certain key decisions, I feel that I can rely on him to prompt me of any need to review and possibly amend my investments or the structures within which they are held. Finally it is always a pleasure to meet Lee, who maintains his equanimity and sense of humour even if I have been neglectful of the paperwork.
Lee has provided me with a high standard of professional advice for well over a decade. During this period my career has experienced both rapid advances and unforeseen challenges. I have found that Lee has always tailored his advice to meet these “twists and turns”. I look forward to receiving his continued advice in the coming years.
Lee provides a high quality service, tailored to my needs at that time and not driven by immediate product sales. He works with you to plan properly for long term financial requirements and structures his advice depending on your risk appetite. I have introduced Lee to other colleagues and family, all of whom have received a similar high quality service.
I believe my relationship with Lee is very much a long-term partnership. He listens to my requests for information and guidance and will only suggest investments or protection for my family and I that best fit the situation. An example is my present situation where he knows I am not heavily investing but paying down my mortgage. He is not pressuring me to invest but is looking longer term at the time when I will be. He is a consummate professional and I have complete trust in his guidance and judgement.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.