Lee Perkes
FCCA, MBA, APFS
Lee is a Chartered Financial Planner and Affiliate of the Society of Trust and Estate Practitioners (STEP).
This background, together with over 30 years’ experience advising clients, helps Lee fully understand his clients’ situations and provide advice that helps them to achieve their financial objectives.
Even though Lee’s training and experience allows him to understand complex financial arrangements such as tax mitigation strategies and Trusts, Lee has a reputation for explaining these in a simple and understandable manner.
Lee feels very fortunate in that he loves the work he does for clients – he finds it intellectually stimulating and it provides him with a great sense of satisfaction when he has helped clients achieve their financial goals.
Lee is married to Deborah and they have three tremendously expensive but wonderful children - Barnaby, Felix and Eugenia.
Trusts are not regulated by the Financial Conduct Authority.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
