Senior Partner Practice of St. James's Place Wealth Management
I am an experienced 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 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 pensions, as well as protection for directors & key employees.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Contact Lee Denham - Financial Adviser
Mobile: 07951 960490
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.