Welcome to Lisa Lee Wealth Management
With over 30 years’ experience in the Financial Services industry, we provide advice to individuals and businesses in and around the West Midlands and beyond.
Our clients’ interests and goals are at the heart of what we do and the advice we provide is bespoke and tailored to meet your personal and/or business objectives. We pride ourselves on being forward thinking, making the right planning decisions to meet our clients’ future aspirations.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 05/03/2024
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.
