‘Relationship, Service and Trust’ - I believe that a genuine understanding of my clients' personal circumstances, concerns and objectives, combined with quality service, professional standards and up-to-date industry knowledge are essential to delivering relevant, suitable and timely solutions to meet their needs. The longevity of these relationships, with the trust and advocacy of my clients being the clearest measure of my success.
I joined Lloyds Bank in 1983 and began providing Financial Planning and Wealth Advice with LloydsTSB in 1992 before moving to Coutts & Co. in 2008.
At both Lloyds and Coutts & Co., I provided holistic wealth planning for many high net worth professional, entrepreneurial, executive and philanthropic clients.
I am fortunate to have worked with some genuinely inspiring clients and colleagues who balance their business acumen with true altruism. I have learned a great deal about people, the pressures and responsibilities of personal wealth and the importance of giving back.
I established Lee Blissett Wealth Management in 2017, when I accepted an invitation to join St. James's Place Wealth Management, and now run my practice in partnership with my wife Kate.
I am a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investments.
Based in Loughton, Essex, I provide wealth management advice to clients within the City, London and the South East.
Outside of work and as a dedicated family man, I share many interests with my wife and son, from music and history to motoring and travel. I am a classic car and motorcycle enthusiast with an active interest in philanthropy having recently completed a 6 year trusteeship at Essex Community Foundation* and working with other local charities.
Should you wish to arrange a meeting to discuss your personal financial position, please do not hesitate to contact me.
Details of my career, experience and client testimonials are also available on my LinkedIn profile.
* Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James's Place.