A Senior Partner of St. James's Place Wealth Management

Lee Perkes

Lee Perkes

FCCA MBA DipPFS
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.

About

I only provide a bespoke service and I am happy to visit my clients at their home or office. I make a point of maintaining regular contact with my clients, meeting them as often as is necessary to ensure a complete understanding of their ongoing needs and aspirations.

I am Senior Partner of St. James's Place Wealth Management, which is a Board approved appointment within St. James's Place.

I became a financial adviser in 1989 and I am a Fellow of the Association of Chartered Certified Accountants (FCCA). I also have a Masters Degree in business administration (MBA).

This background allows me to analyse and understand complex financial arrangements such as tax mitigation strategies and Trusts*.

Even so, I realise that it is important for my clients to be comfortable with the advice I am providing and so I pride myself on being able to explain things in a simple, understandable manner.

I am married to Deborah and I have three children, Barnaby, Felix and Eugenia.

*Trusts are not regulated by the Financial Conduct Authority.
Lee Perkes

Cheviot House, 71 Castle Street, Salisbury, Wiltshire, SP1 3SP

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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.
Partner | Banking and Finance, Major City Law Firm
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.
Director | Private Client Finance
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.
Director | Strategy Consultancy
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.
Managing Director | International Capital Markets
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.
Senior Managing Director | International Bank

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

Lee Perkes
Lee Perkes