Lisa Lee
Dip PFS Cert CII
I have worked within financial services for over 30 years and have always put my clients' needs at the heart of my business. I feel that this is the reason that my business has grown and developed based on recommendations from existing clients and professional connections.
When working with you, it is my aim to really listen and understand your immediate and future goals and objectives to enable me to provide the best advice, individually tailored to you.
About
I started my career in financial services within the banking sector providing advice initially to individuals. Since that time, my experience has expanded to include providing comprehensive advice for Corporate clients and Private Clients across all areas of financial planning needs.
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.
