Lee Eccles Dippfs Email & Phone Number

I have worked in financial services for over 22 years, providing holistic advice to a diverse range of clients including young families to retirees, trustees and company directors, helping them with practical solutions to the financial issues that concern them most. My areas of expertise are :- Wealth Management- Protection (Life, Critical Illness, Income Protection)- Retirement Planning/Reviews- Inheritance Planning- Aspects of Business and Career Exit Planning- Investment PlanningSt. James’s Place Wealth Management is one of the UK’s leading wealth management organisations. As Managing Partner of a Partner Practice of St.James's Place Wealth Management, I believe that the success of good financial planning is founded in face to face advice, and building long-term trusting relationships, to ensure my clients receive advice that is suitable for their specific needs.The Partner/Partner Practice 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 representativesSJP Approved 19/06/2024

Listed skills include Wealth Management, Investments, Retirement Planning, Inheritance Tax Planning, and 5 others.