Robert Lee
DipPFS
I am committed to ensuring that my industry 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 to offer a rounded, professional and principled service.
About
In my experience the only way to truly help a client is to carry full knowledge of every aspect of Financial Planning. As such I always offer advice across every aspect of Financial Planning. I am a specialist in Investment Planning, Inheritance Tax Planning, Family and Business Protection and Pre and Post Retirement Planning.
North Downs Wealth Management Ltd accepted an invitation to join St. James's Place in 2014, The Company is based in Banstead, Surrey and services all the home Counties as well as London. Our business has been built on referrals from existing clients and being able to offer a highly personalised service. With over 30 years’ experience in Financial Advice our goal is simple, to provide outstanding service to our clients and help our clients realise their financial dreams.
Outside of my business, I am a keen golfer and love watching and participating in all sports.
Charity is also important to me and I regularly donate to charity through the St. James's Place Charitable Foundation.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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 17/01/2023
The 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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
