About Us

Lee gained Chartered status in 2018. At Lee Merrett Wealth Management we cover all aspects of financial planning from Children’s savings to Estate planning and all in between.

Lee and Liz are both keen (and a tad competitive) Triathletes, having taken part in many Triathlons over the past 8 years from Sprint distance to full Iron distance.

They train together & within a very local & friendly club - Oxford Tri. In 2018 they both raced for Team GB at the 2018 Fyn Multisport World Championships in Denmark where they competed in the long distance Aquabike (3000m swim, 120k bike).

Other races included the Weekend Warrior at Blenheim Palace where they each completed 6 sprint distance triathlons over the course of the weekend (4 each on Saturday and 2 each on Sunday). They both took part in Ironman Wales – one of the toughest Ironman courses known and finished off their season in Jersey taking part in the Super League age group enduro race (2 super sprint races back to back – no rest).

This year they have chosen to compete mainly in Sprint distance events with a couple of other distances (Olympic and half distance Aquabike) also thrown in.


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Testimonials

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Lee was recommended to us by several friends. It was clear from the start, that himself and Liz were open and honest. Their knowledge and willingness to help, was evident from the beginning and this continued through an ever testing home purchase I could not recommend them highly enough. They are no...
Darren |Aircraft Engineer, Binfield
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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.