Lee gained Chartered Status in 2018 after a lot of commitment to study.
Lee has 20 years experience in financial planning, having previously worked with major Mortgage Brokers and Financial Institutions as a financial adviser. He is the Practice Principal and prides himself on providing a holistic, high level financial planning service to his clients as their financial needs evolve over the years.
His aim is to give his clients access to top quality advice across the whole financial services spectrum with particular emphasis on investment planning, estate planning, and retirement planning. For these reasons, Lee chose to accept an invitation to join St. James's Place Wealth Management as this helps him give clients access to a high level of expertise and research.
Liz is our Practice Manager, and has over 12 years’ experience in financial services. She is instrumental in delivering our aim of the best possible service and client experience. She is responsible for managing the office, coordinating the team and managing our client engagement programme. Her role is to produce and process the paperwork behind Lee’s recommendations and to deal with client queries and servicing.
Emma has recently joined the team and will be providing administrative support to the Practice whilst also studying and working towards becoming a Paraplanner.
Josh has recently joined the team and is training to be a Mortgage Adviser within the Practice. He is currently taking the exams required.