About us

JL Wealth Consultancy was founded to provide a first class Financial Planning and Wealth Management service for personal clients and businesses. We work with clients locally, across the Midlands and further afield.

Some of the key areas of Financial Planning we focus on are:

  • Personal Risk Management: Providing financial security by protecting your family, assets and your goals
  • Cash-flow Planning: Understanding the lifestyle you can afford to live, without the fear of running out of money
  • Debt Elimination Strategy: Making the best use of your debts and ensuring they are paid off efficiently
  • Investment & Asset Management: Simplifying your financial life and making sure your assets are working hard for you
  • Legacy Planning: Ensuring the right people receive your assets at the right time and as tax efficiently as possible
  • Making work optional: Establishing how much is enough for you to maintain your desired lifestyle when you retire
  • Tax Planning: Making sure you do not pay any unnecessary tax

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.

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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.
Private Client

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.