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

Lethbridge Wealth Management

Ophir Lethbridge

BSc (Hons) DipPFS
Lethbridge Wealth Management works together with our clients to help to achieve their aspirations. Based in Borehamwood, Hertfordshire we tailor financial advice through face to face dialogue. This bespoke service allows our clients to fully grasp investment planning and pension planning whilst helping to protect their assets from risk.

About

Established in 2016 after graduating from the St. James's Place Academy, Lethbridge Wealth Management has been operating a professional, bespoke and trustworthy financial advice business supporting over 150 clients across London, Hertfordshire and the UK.

Focusing on Investment Planning, Pension Planning and Protection Planning from financial risk are the three pillars of the work we do. These core areas lead to additional discussions namely Estate Planning and Business Tax Planning which we are more involved in day to day as our clients are ever trusting with the advice we provide.

Academic excellence is paramount to the personalised service provided to all our clients. Having graduated from the University of Birmingham in 2011 with a Mathematics degree, Ophir now holds the industry standard Diploma in Regulated Financial Planning. He is actively pursuing a route towards becoming a Chartered Financial Planner to enhance the financial planning which underpins his client focused relationships.

Supporting the St. James's Place Charitable Foundation through a monthly covenant is a crucial way for us to give back to those less fortunate. There are numerous fundraising events where we are well represented in supporting the Foundation’s work.

Outside of business, Ophir is a keen footballer and supporter of Tottenham Hotspur. He enjoys travelling and spending time at home with his young family.

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

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Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Testimonials

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Helped me to plan for my future by ensuring I am raising my ISA over the coming years.
Adam B. |Student, Bushey
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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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.

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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.