Planning for a secure future, be it for yourself, family or business, is one of the most important life steps you'll ever take. I provide my clients with a personal wealth management service to meet their individual goals.
Lee provides a full range of bespoke services however his main expertise is dealing with Inheritance tax Mitigation, Investment Planning and Retirement Planning.
We all get vast amounts of post through the door which is unwanted so Lee agrees a ‘service charter’ with all clients, this includes how often they would like to meet, what information they would like to receive and how often.
In addition to this clients can access the most up to date information within the markets and interviews from the St. James's Place fund managers by visiting the client area.
The level of high service standards can be measured as one of the main sources of new clients is from personal recommendations from existing clients.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
We offer an excellent wealth management service which will help you achieve your goals
Lee has worked with me over a number of years to secure very good returns on my investment that has to support me as a disabled person. Lee has advised on product investment for medium and longer term security that enables me to have the quality life in complex circumstances. I recommend his service...
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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.