Lee prides himself on providing clear, logical and understandable solutions to your financial needs.
His objective is to build lasting, long term relationships with his clients which will allow Lee to assist clients in achieving their personal financial objectives.
Lee only provides a bespoke service and he is happy to visit his clients at their home or office. He makes a point of maintaining regular contact with his clients and meets with them as often as is necessary to ensure a complete understanding of their ongoing needs and aspirations.
Lee's many areas of expertise include:
- Tax efficient investment planning
- Retirement planning using the pension rules to their maximum
- Inheritance Tax and Estate planning including Wills and Trusts*
- School fee Planning
- Protection planning against unforeseen events
- Residential and Commercial Mortgages**
Lee has over 20 years of experience in financial services and can call upon the extensive expertise and support of St. James’s Place Wealth Management.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Please note that Wills involve the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.
**Commercial mortgages are not regulated by the Financial Conduct Authority.