At JL Wealth Consultancy we work with you to create and implement a plan designed to increase your wealth, help maintain your lifestyle and give you the best possible chance of achieving your goals. Whether you have created your own wealth, are still creating it, or are just starting out, we take the complexity out of financial planning.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
James Lee is very professional and yet has a friendly and understanding approach. He is very knowledgeable but shows great patience when explaining options and he is able to offer sound advice.
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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.