PERSONALISED FACE -TO-FACE WEALTH MANAGEMENT ADVICE

Helping both private and corporate clients to make smart, informed decisions about their money.

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Chartered Financial Planner

Lee Perkes has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). 

Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. 

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

Testimonials

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Lee has provided me with a high standard of professional advice for well over a decade. During this period my career has experienced both rapid advances and unforeseen challenges. I have found that Lee has always tailored his advice to meet these “twists and turns”. I look forward to receiving his c...
Retired Director, Strategy Consultancy

SJP Approved 28/07/2023

The Partner 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.