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Lee Ramsden Email & Phone Number

Investment Director, Wealth Manager. Chartered Financial Planner. at Charles Stanley & Co. Limited
Location: Greater Manchester, England, United Kingdom 6 work roles 3 schools
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Current company
Charles Stanley & Co. Limited
Role
Investment Director, Wealth Manager. Chartered Financial Planner.
Location
Greater Manchester, England, United Kingdom
Company size
710 employees

Who is Lee Ramsden? Overview

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Lee Ramsden is listed as Investment Director, Wealth Manager. Chartered Financial Planner. at Charles Stanley & Co. Limited, a company with 710 employees, based in Greater Manchester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lee Ramsden.

Lee Ramsden previously worked as Director at Charles Stanley & Co. Limited and Director at Brown Shipley. Lee Ramsden holds Chartered Financial Planner from Fellow Of Chartered Insurance Institute.

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Charles Stanley & Co. Limited

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Profile bio

About Lee Ramsden

Highly experience Chartered Financial Planner, Wealth Manager and Private banker.Many of my clients are successful entrepreneurs, or senior executives who are looking for a personal Financial Director. Someone they can trust to guide and support them with quality advice to ensure their wealth is both structured in the most effective way to meet their objectives, and invested in the most efficient and prudent way to maximise returns. I enjoy supporting clients to achieve their objectives and seeing them reap the rewards. A close, open, honest and trusting relationship is what my clients value the most along with a personal service with plenty of attention to detail. My clients are all unique and demand and deserve a highly personalised, holistic, bespoke, financial and investment plan.Please contact me if you would like to discuss how I can work and help you and/or your family.Specialities:Wealth structuring, estate planning, retirement planning, investment management, tax led investing, private equity, business start up and growth.

Current workplace

Lee Ramsden's current company

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Charles Stanley & Co. Limited
Charles Stanley & Co. Limited
Investment Director, Wealth Manager. Chartered Financial Planner.
london, greater london, united kingdom
Website
charles-stanley.co.uk
Employees
710
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6 roles

Lee Ramsden work experience

A career timeline built from the work history available for this profile.

Director

Brown Shipley

Manchester, United Kingdom

Wealth and Investment Management

Jan 2019 - Apr 2021

Private Banker - Vice President

Barclays Private Bank

Manchester, United Kingdom

May 2012 - Dec 2018

Vice President - Wealth Planner

Barclays Wealth

Liverpool, United Kingdom

Barclays Wealth is a leading global wealth manager, and the UK's largest, with total client assets of £166bn, as at 31 March 2011.With offices in over 20 countries, Barclays Wealth focuses on private and intermediary clients worldwide, providing international and private banking, investment management, fiduciary services and brokerage.

May 2012 - Mar 2015

Wealth Adviser

Towry

Cheshire

We are a growing Wealth Advice business, employing approximately 750 people in more than 20 offices across the United Kingdom. We offer fee based, independent financial advice and independent investment management services to private individuals.Our vision is to become the UK's leading provider of Wealth Advice. We were one of the 2008 Sunday Times Virgin.

Sep 2010 - May 2012

Senior Wealth Planning Manager

Lloyds Tsb
Jun 2006 - Sep 2010
Team & coworkers

Colleagues at Charles Stanley & Co. Limited

Other employees you can reach at charles-stanley.co.uk. View company contacts for 710 employees →

LF Luke Fuller Luke Fuller Colleague at Charles Stanley & Co. Limited Sidcup, England, United Kingdom, United Kingdom View → RB Rebekah Bennett Rebekah Bennett Colleague at Charles Stanley & Co. Limited London, England, United Kingdom, United Kingdom View → RT Richard Tanner Richard Tanner Colleague at Charles Stanley & Co. Limited Southend-On-Sea, England, United Kingdom, United Kingdom View → CE Crystal Ellis Crystal Ellis Colleague at Charles Stanley & Co. Limited London Area, United Kingdom, United Kingdom View → GD Gail De' Claire Gail De' Claire Colleague at Charles Stanley & Co. Limited Penarth, Wales, United Kingdom, United Kingdom View → MS Matthew Stoor Matthew Stoor Colleague at Charles Stanley & Co. Limited Dartford, England, United Kingdom, United Kingdom View → MB Martin Badder Martin Badder Colleague at Charles Stanley & Co. Limited Bath, England, United Kingdom, United Kingdom View → TG Tom Gidley-Kitchin Tom Gidley-Kitchin Colleague at Charles Stanley & Co. Limited Greater London, England, United Kingdom, United Kingdom View → 🧭N 🧭Stephen Nixon 🧭Stephen Nixon Colleague at Charles Stanley & Co. Limited Central Bedfordshire, England, United Kingdom, United Kingdom View → DA Delali Anagblah Delali Anagblah Colleague at Charles Stanley & Co. Limited United Kingdom, United Kingdom View →
3 education records

Lee Ramsden education

Chartered Financial Planner

Fellow Of Chartered Insurance Institute

Chartered Financial Planner Fellow FPFS

FAQ

Frequently asked questions about Lee Ramsden

Quick answers generated from the profile data available on this page.

What company does Lee Ramsden work for?

Lee Ramsden works for Charles Stanley & Co. Limited.

What is Lee Ramsden's role at Charles Stanley & Co. Limited?

Lee Ramsden is listed as Investment Director, Wealth Manager. Chartered Financial Planner. at Charles Stanley & Co. Limited.

Where is Lee Ramsden based?

Lee Ramsden is based in Greater Manchester, England, United Kingdom while working with Charles Stanley & Co. Limited.

What companies has Lee Ramsden worked for?

Lee Ramsden has worked for Charles Stanley & Co. Limited, Brown Shipley, Barclays Private Bank, Barclays Wealth, and Towry.

Who are Lee Ramsden's colleagues at Charles Stanley & Co. Limited?

Lee Ramsden's colleagues at Charles Stanley & Co. Limited include Luke Fuller, Rebekah Bennett, Richard Tanner, Crystal Ellis, and Gail De' Claire.

How can I contact Lee Ramsden?

You can use AeroLeads to view verified contact signals for Lee Ramsden at Charles Stanley & Co. Limited, including work email, phone, and LinkedIn data when available.

What schools did Lee Ramsden attend?

Lee Ramsden holds Chartered Financial Planner from Fellow Of Chartered Insurance Institute.

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