Lee Merrett Wealth Management
Partner Practice of St. James's Place Wealth Management
“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 now assisting us in further financial advice and I plan to stay with them indefinitely. ”
Darren, Aircraft Engineer, Binfield
“We have worked with Lee Merrett for a number of years now and have always been delighted with the support, advice and consideration which he brings to our working relationship. He is always keen to listen and respond to our thoughts and desires about the direction we would like our investments to follow. Furthermore, his regular visits all the way down to North Devon allow us to talk things through face to face and fully understand how our portfolio is performing. Liz's assistance is also invaluable as we know that we can rely on her for any task which needs completing or to answer any questions that we might have at short notice.”
C. Fuller, Teacher
“Lee Merrett has always explained things clearly and in a way we both could understand whilst giving us sound and trustworthy advice. We have received excellent support in dealing with the investment companies. We would thoroughly recommend him to anyone seeking financial advice.”
Deirdre & Nicholas Mann, Retired, Bideford
“Lee has overseen my financial affairs for some time. He is always clear, approachable and efficient. His help and advice are professional and relevant to my situation. I have complete confidence in him and am most happy to recommend him to anyone. I have already recommended Lee to several friends, who are also extremely pleased with his help and advice.”
Name Supplied, Nurse , Oxford
“Lee is a really knowledgeable financial adviser, we have found he makes things simple for us so we can see what the future looks like. He also help plan differently if we need to, and is always introducing new development to us.”
Neela Dharumaretnam, Coach, Ealing
“I was introduced to Lee by a friend who used him, I can honestly say he is a pleasure to deal with and has a wealth of knowledge in all areas and has helped us with our mortgage, pensions and savings to date. He is able to translate the jargon into words that meant something to us. I have recommended his services to family and friends and will continue to do so.”
“We were recommended to use Lee Merrett by my wife ex-colleagues as she was taking early retirement, we contacted Lee and he responded by return. Lee sorted my wife pensions out no problem at all and in super quick time, she was very pleased with the outcome. For myself I had been working for close on 40 years and had never taken much interest in what I had in my pensions, due to this I had one big pile of paperwork I therefore requested Lee to also look at my pensions. Due to the amount of paperwork it took Lee around 1 month to come back to me with some very good news in that I had secured enough pension to retire at 60.Both my wife and I have been retired 2 years now and Lee meets us periodically to go over our finances / investments which we believe is very beneficial for us. I would have no hesitation in recommending Lee to anyone in fact one of my ex colleagues also uses Lee since I gave him his name, Lee is courteous and always keeps to times for appointments etc. all in all we are very happy with Lee and would not move away from him.”
“Lee and Liz have looked after us, as our financial advisors for the last 8 years, with excellent results, and with care and kindness. We can always call for help and advice with all our investments, requests are dealt with promptly and efficiently. We would like to thank you, and look forward to continuing with your help.”
“Since being recommended by a friend over 10 years ago when I bought my first house, Lee Merrett has worked on my behalf giving me the best possible financial advice. His enthusiasm, hard work and experience have been invaluable in helping to give my family a secure future to look forward to.”
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.
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.