Lee Ballard TP LLP

Managing your finances can be a difficult and complex thing to get right without professional support. My role, as a Wealth Management Partner, is to remove the stress from wealth management, using my expertise and over 27 years of experience to enable you to meet your financial goals. Whether you want help with investments, planning for retirement, finding the best mortgage deal or just want to chat through how to protect you and your family if the worst were to happen, I'd be more than happy to help you make the most of your money. In terms of how I work, it’s always best to have an initial chat so you can tell me what you’d like help with. This chat can be as long or as short as you need it to be and it doesn’t matter whether you know exactly what you need or have no idea whatsoever, there are no silly questions. I look to: · Understand your situation · Design your financial plan · Present and implement your financial plan · Continue to review and change with your circumstances I use our leading technology so you can view your plans in a quick and transparent way using your desktop, tablet or smartphone. What I can help with: · Investment planning · Retirement Planning · Protecting you and your Family · Mortgages Feel free to give me a call or message me to organise an initial chat. Phone: 07715 410990 Email: leeBallard@tpllp.com