Veronica Lee
APFS BSc(Hons)
As a Chartered Financial Planner I offer a personal wealth management service, providing the benefit of a single relationship to meet all your financial needs.
About
Whether your priority is to:
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
My clients are successful, open-minded people who I help to first preserve and then build their wealth with a view to securing long term prosperity.
This can be done for you by evaluating your current situation and understanding your financial goals, allowing us to build a wealth management strategy to meet those needs and objectives. Finally it is important that we develop a long term relationship to allow us to continually monitor and assess the appropriateness of the solutions based on your changing goals and needs.
I have enjoyed a successful career within the financial services sector including working within a range of technical, management, and training roles enabling me to understand the industry from both an advisory and a regulatory perspective.
Joining St. James's Place has enabled me to provide a personal and professional service dedicated to holistic financial planning.
My experience is complemented professionally by having attained Chartered Financial Planner status, including advanced qualifications in the following specialist areas:
- Taxation and Trusts*
- Pension Planning
- Portfolio Management
- Personal Investment Planning
- Supervision and Sales Management
I believe this demonstrates my dedication to professionalism and advanced technical knowledge essential for providing sophisticated and high quality financial advice.
*Trusts are not regulated by the Financial Conduct Authority.
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.
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We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 12/02/2024
The Partner 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
