An Associate Partner Practice of St. James's Place Wealth Management

East Point Wealth Management Ltd

Lee Simpson

DipPFS
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.

About

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of my business, I am a keen cyclist and enjoy spending time with my family.

Advice & Services

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

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
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.
Mr & Mrs S Masters |Retired, Stokesby
We have used Lee Simpson for investment advice for the last 10 years. We have always found him to be competent and very professional in his approach to our investment needs. The single most thing that we like is that we never ever feel pressured to do anything. We value his experience and the contin...
Julian Mutimer |Director, Beccles
I trust and respect Lee Simpson and would not hesitate, indeed have, recommended him to family. He clarifies any issue, or allays any worries I may have, is prompt to return calls or answer e-mails. Lee offers an exemplary service. Thank you.
Carol Evans |Retired Head Teacher, Aylsham

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.

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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 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.

East Point Wealth Management Ltd is registered in England and Wales, Number 09629999. Registered Office: 52 Alexandra Road, Lowestoft, Suffolk, NR32 1PJ.