Andrew Lee

Our Mission is to help clients experience True Wealth We understand that money alone is not enough. It is there to enable you to plan the path your life will take. We believe people are more than their money – we work with you to build a financial plan that aligns your finances with your goals, and what matters most to you. We focus on answering the key questions that matter most: • Do we have enough? • Is my family going to be okay? • Are we going to be able to do the things we want to do when we want to do them? For many of our clients and those who come to us, you run a business. Understanding the challenges of running a business and personal finances, which are often very linked and blended, is critical to success. As financial planners who also run our company, we are uniquely positioned to understand exactly what is needed. We work in conjunction with other professionals, such as solicitors and accountants, so we’re all in the right place to support you. Only once we’ve understood your core drivers and reviewed your financial circumstances, can we put together a realistic plan for you. We believe that good financial planning has to sit firmly in the middle of the two. Interested in How We Can Help? Contact us to discuss your financial planning needs. We’re committed to making our conversation valuable and insightful for you. 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