I established Lee Blissett Wealth Management in 2017, when I accepted an invitation to join St. James's Place Wealth Management.
‘Relationship, Service and Trust’ - Throughout my Financial Planning and Wealth Management career, I have strived to develop long-term client relationships based on high quality service and trust.
I understand that Financial Planning and Wealth Management can be daunting with market volatility and frequent changes in legislation and taxation. Furthermore, all clients are different, with varying degrees of knowledge, experience, appetite for risk and personal preferences.
My approach is to take time to fully understand not only what is important to you and what concerns you, but also how you would prefer me to deliver my recommendations.
For the less experienced investor, I am happy to provide both education and advice, and in all cases I will review your planning on a regular basis to ensure it remains suitable and appropriate.
With offices in London and Essex, I am able to provide advice to clients across London and the South East.
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.