Senior Partner Practice of St. James's Place Wealth Management
I am an experienced Chartered Financial Adviser covering London and the Home Counties and have worked in financial services since 1998 at both advisory and management level. I specialise in delivering high quality personal advice in many aspects of wealth management, advising my clients of all ages on widely differing financial resources. The areas where I provide service include
Wealth creation, management & preservation
Lump sum investment planning
Inheritance tax planning
Life & critical illness assurance
Assisting businesses in the complex area of corporate financial planning, providing guidance on pension planning, as well as protection for directors & key employees.
I also work with a range of carefully selected professionals, chosen not only for their subject matter excellence, but because they share my absolute commitment to my clients’ best interests.
When I first take on a client, my aim is to work closely with each of them to produce a financial roadmap that takes into account both their values and goals, thus helping them discover the meaning of true wealth – something which money cannot buy and what death cannot take away.
What money cannot buy, is peace of mind. Peace of mind is a plan for a client’s personal finances, structured in a way so that they can accomplish their goals. And what death cannot take away, is the certainty that all of their intent and all of their plans have been left in such a way, that they cannot be altered if they were to die. It is work that I personally find hugely rewarding.
Away from work, I am the proud husband of Anna and our two boys. I am a big fan of the opera and classical music, plus do my best to keep fit, occasionally mustering enough energy to enter races, triathlons and marathons, helping to raise funds for the St. James’s Place Charitable Foundation.
Contact Lee Denham - Chartered Financial Adviser
Mobile: 07951 960490
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
PFP Wealth Ltd is registered in England and Wales, Number 8694194. Registered Office: Unit 8 Paragon Business Park, Red Hall Court, Wakefield, West Yorkshire, WF1 2UY, England.