Based in Lowestoft, I provide wealth management advice to clients across East Anglia.
Having been a financial adviser for over 15 years, I have gained exceptional knowledge and experience within the financial services sector which enables me to provide both private and corporate clients with expert and professional advice on a wide range of wealth management products.
We offer an excellent wealth management service which will help you achieve your goals
We have been clients of Lee since 2003. We have always found him to be friendly, accessible and informative. He is also professional, trustworthy and highly skilled in Wealth Management. We would, and have, recommended Lee to friends, family and others.
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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 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.