Trusted Advisers to High Net Worth clients, their extended families and connections.
We will provide;
• Relationship - a long term single point of contact for all your family’s financial planning needs, whether preparing your wealth for the next generation, or preparing them for your wealth
• Service - bespoke and personalised advice, with holistic solutions, delivered in person and regularly reviewed
• Trust - having worked with many clients for over a decade, and some for nearly three, we recognise that trust is earned over time
Lee Blissett is a Chartered Wealth Manager (FCSI) & Chartered Financial Planner (APFS) with 30 years personal financial planning and wealth management experience.
We believe that a genuine understanding of our 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.
We are keen to develop relationships with:
• High Net Worth families or individuals looking to form a long-term multi generational relationships for ongoing financial advice
• Professionals in the legal and accountancy sector, to work alongside us, with clients requiring a holistic and collaborative approach to their financial planning
• Families or individuals who require assistance and advice in respect of Retirement, Inheritance Tax and Estate Planning, Wealth Management and Philanthropy
If you would like further details please message or connect with us or visit our website www.leeblissettwealthmanagement.co.uk
Lee Blissett Wealth Management 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).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 11/06/24
Company Details
- Employees
- 1
- Founded
- -
- Address
- 30 Lombard Street, London,england Ec3v 9bq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Family Financial Advice, Wealth Planning, Financial Education, Trusted Adviser, Face-to-face, Personalised Advice, Financial Education, Multi Generational Wealth Planning, Financial Planning.
- HQ
- London, England
Lee Blissett Wealth Management Questions
Lee Blissett Wealth Management's website is http://www.leeblissettwealthmanagement.co.uk
Lee Blissett Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/lee-blissett-wealth-management
Lee Blissett Wealth Management has
1 employees.
View email and phone details for 1
employees at Lee Blissett Wealth Management.
Lee Blissett Wealth Management's industry is
Financial Services
Lee Blissett Wealth Management's top competitors are
Blackrock,
The Meridian Gate,
Corpus Christi May Ball,
Kam Capital,
Berry Education,
Corpus Christi College Boat Club,
Daniel Green Wealth Management Limited,
Elite Business Solutions,
Shawfield Wealth Management Ltd,
Castle Wealth.
Lee Blissett Wealth Management's categories are Financial Services
Lee Blissett Wealth Management's founding year is 2017
