Lee Walker

ABOUT I previously worked for a well-known high street bank for 26 years and saw many changes during this time. One thing that remains constant is that the relationship and trust you have with your financial adviser is key to making the right decisions at the right time. As many financial institutions are not in a position to provide advice when you need it I was happy to accept the invitation to join St. James's Place. I am committed to ensuring that my knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service. Outside of my business, I enjoy a game of golf and also play touch rugby. I live with my wife and between us we have 3 children and 2 dogs and like to be by the beach and spending time walking the dogs with the family. The Associate 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) for the purpose of advising solely on the Group’s Wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner/Partner Practice’ are marketing terms used to describe St. James’s Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx