Associate Partner Practice of St. James's Place Wealth Management
“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.”
“James Lee has been very professional, helpful and patient in explaining options with pensions my husband has accumulated over his working life so far. He explained and took us through the process of contacting all the pension providers, what options we had going forward and how to transfer 5 pensions into 1 place. A big admin job also helped by Karen Lee.”
“3 years ago, we decided to retire slightly early subsequently James has been our financial adviser since. We obviously wanted to find somebody who was knowledgeable and somebody who we could trust with our investment; we feel so lucky that we found James. James is highly professional and deals with clients in an extremely personable manner, we could not recommend his services enough. Probably the best financial decision we ever made!”
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.