Your financial future, our expertise, our commitment
About us
Lees Wealth Management is a dedicated team of experienced financial advisors dedicated to providing personalised wealth management solutions to individuals with complex financial situations. We work with clients who have created substantial capital or earn high incomes and who require tailored guidance to manage their wealth effectively.
What we do
Our comprehensive range of services spans all aspects of wealth management, encompassing:
- Building wealth: Creating and implementing strategies for wealth accumulation through investments, property holdings, and other avenues.
- Growing wealth: Optimizing investments to achieve long-term growth and capital appreciation.
- Protecting wealth: Implementing risk management strategies to mitigate potential financial threats such as market volatility, tax liabilities, and unexpected events.
- Preserving wealth: Developing succession plans and estate strategies to ensure the efficient transfer of wealth to subsequent generations.
Meet the team
We believe in fostering strong, long-term relationships with our clients. Our team comprises experienced professionals who are dedicated to understanding your unique financial goals and delivering personalized guidance every step of the way.
Our approach
We take a holistic approach to wealth management, considering your individual circumstances, financial goals, and risk tolerance. We avoid 'off-the-shelf' solutions and tailor our strategies to your specific needs.
Partnering with St. James's Place
Lees Wealth Management is an appointed representative of St. James's Place Wealth Management plc, a leading UK financial advice company. This partnership allows us to leverage St. James's Place's extensive resources, including:
- A vast network of highly skilled investment managers.
- Robust research infrastructure and analytical capabilities.
- Comprehensive range of wealth management products and services.
Benefits of working with Lees Wealth Management
- Unwavering attention and personalized financial planning.
- Access to the expertise of St. James's Place.
- Transparent and clear communication throughout the process.
- Comprehensive reviews and adjustments to your plan over time.
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