Lee Merrett
MSc, Chartered ALIBF
Lee gained Chartered status in 2018 with The London Institute of Banking and Finance and a Master’s Degree (MSc) in Finance with the University Of Gloucestershire in 2022.
About
Lee has over 23 years’ experience in Financial services, having previously worked with major Mortgage Brokers and Financial Institutions as a financial adviser. He is the Practice Principal and prides himself on providing a holistic, high level financial planning service to his clients as their financial needs evolve over the years.
His aim is to give his clients access to top quality advice across the whole financial services spectrum with particular emphasis on Investment, Estate, and Retirement Planning.
In his spare time Lee likes walking the family dogs - Poppy and Elsi, with Liz his wife. He is also a keen triathlete having taken part in many events, including 5 Ironman Distance events and has represented Team GB in the long distance AquaBike in Denmark.
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 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.
