An Associate Partner Practice of St. James's Place Wealth Management
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.
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 whenever and wherever appropriate.
I have been a client of Lee Price for several years and over the years I have come to value and trust his advice on all financial matters. As such, I have no hesitation in recommending Lee to anyone seeking a friendly and a highly professional financial adviser with an in depth knowledge of a wide range of financial products.
Since the loss of my husband, Lee’s advice regarding my financial affairs has not only been given in a most helpful, pleasant and professional manner, but also given in layman’s English to lead me through the minefield of financial services regulations, which without his professional guidance I would certainly have floundered. As a very satisfied client of Lee’s I have, and will continue to, recommend his services.
I have been a client of Lee for over seven years and believe he has given me good, balanced and sound advice which has helped me greatly with my investments. I value his advice and will not hesitate to recommend his services to anyone else.
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.