Here at Lisa Lee Wealth Management we will always be honest and straightforward in our approach with you and support you with trustworthy financial advice to help achieve your goals.

We take the time to get to know you, to listen and understand your individual circumstances, goals, attitude, and future aspirations so that we can provide you with bespoke financial advice.

We hope to build longstanding relationships, that can continue throughout your families’ generations and offer support and guidance for many years to you and your wider family. We believe transference of wealth is key in the protection of client’s assets, this can also benefit future generations.

We provide advice on:

• Retirement Planning - Specialist pension advice, for individuals and businesses including Self Invested Personal Pension and the purchase of commercial property within pension funds*. We also provide retirement advice to help clients build adequate funds for their future retirement. In addition to the accumulation of wealth, we also offer advice on the best methods of decumulating funds and how best to access retirement benefits, whether that be as a regular income or lump sums.   Also, the best ways to transfer this wealth to future generations of your family.
• Investment Planning – We provide advice on the investment and growth of investment funds, which are individually tailored to our client’s needs, objectives, attitude to risk and capacity for loss. We strive to help our clients obtain their desired returns both now and in the future by providing a broad range of investment approaches with widespread asset allocation across different sectors and countries.
• Estate & Generational Planning - We provide advice to clients who want to distribute wealth to future generations in the most efficient manner, helping them to achieve their future goals for the family.
• Protection – We provide protection planning solutions to both personal and business clients. We aim to ensure that when it comes to protecting your family and/or estate, you have peace of mind knowing that this will be fully protected.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

*These types of pensions will not be suitable for everybody, as they require investors to be happy in making their own investment decisions and may incur costs not usually associated with other types of pension schemes.  There are strict rules on what property can be held and how.  The value may fall as well as rise and you may get back less than the amount invested.  Pension and tax rules can change at any time and will be dependent on individual circumstances.