Senior Partner Practice of St. James's Place Wealth Management
Lee has worked in the financial services industry since 1991, having joined the Cheshire based discretionary wealth manager Nelson Investment Planning before transferring to their St Albans office in 1992.
Until 2009 he worked for Close Wealth Management (a subsidiary of the merchant bank Close Brothers) specialising in retirement planning for executives and senior employees of many of the UK’s best known companies.
Lee joined St. James's Place in 2009, working primarily as an Adviser within EIC Wealth Management, a Senior Partner Practice based in Hemel Hempstead. With the subsequent merger of EIC and Oakwood Seddon Smith in early 2016, Lee was appointed as a Director of the newly formed practice, Orion Financial Management. He continues to specialise in retirement and pension planning for those in or preparing for later life and is proud to count a number of clients with whom he has had a twenty year plus association.
Hailing originally from Stockport, he has lived in the St Albans area for many years and now has teenage children who he complains sound nothing like him. Lee retains a forlorn attachment to the hapless County, who he maintains have travelled further south (down the league tables) than he ever did.
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.
Orion Financial Management Ltd is registered in England and Wales, Number 7646966. Registered Office: Milton House, Gatehouse Road, Aylesbury, Bucks, HP19 8EA, England.