Lee Perkes FCCA MBA
Lee is a Senior Partner of St. James's Place Wealth Management, which is a Board approved appointment within St. James's Place.
Lee became a financial advisor in 1989 and is a Fellow of the Association of Chartered Certified Accountants (FCCA). He also has a Masters degree in business administration (MBA).
This background allows him to analyse and understand complex financial arrangements such as tax mitigation strategies and Trusts*.
Even so, Lee realises that it is important for his clients to be comfortable with the advice he is providing and so he prides himself on being able to explain things in a simple, understandable manner.
Lee is married to Deborah and they have three children, Barnaby, Felix and Eugenia.
*Trusts are not regulated by the Financial Conduct Authority.