Andy Lees
Dip PFS
With more than twenty years’ experience in financial services, I can offer specialist advice on a wide range of areas including long term care planning, investment planning and inheritance tax planning, retirement planning and protection.
I have been a Partner Practice of St. James's Place since 2003 and prior to that was with the Pearl, where I held positions in sales, management and compliance. This all round training in financial services has given me the expertise to run my own business ensuring every aspect is taken care of in the most professional manner.
About
My philosophy focuses upon maintaining a long-term, trusted relationship with my clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendation by existing clients.
In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. I believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect. Full details of the services we provide are detailed in the services section of this website and we would welcome the opportunity to talk to you regarding your financial circumstances.
I have the following qualifications; Financial Planning Diploma Level 4 (Dip PFS), Long Term Care Planning (CF8), Certificate in Mortgage Advice & Practice (CeMap) and is a member of; The Personal Finance Society (PFS) and The Chartered Insurance Institute (CII).
Testimonials
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.
