Lisa Lee Wealth Management Limited

: 28 Millers Walk, Pelsall, Walsall, West Midlands, WS3 4QS

: FCA Number: 808335

Website Image of Lisa Lee Wealth Management Limited

Lisa Lee Wealth Management Limited, a firm respected for its tailored financial planning services, is located in cozy Pelsall, near the bustling city of Walsall, West Midlands. Regulated by the FCA under number 808335, this firm has built a reputable profile in the surrounding regions, offering comprehensive services ranging from life insurance, investment strategies, to pension retirement advice including final salary pension transfers. Their top priority is the secure management of your wealth, ensuring your peace of mind with their regulated advice. Whether you're a first-time investor or moving towards retirement, Lisa Lee Wealth Management can provide the guidance that you need. With a client-centric approach, this firm truly stands as an approachable partner in the world of finance.

Their team includes one financial adviser. Check FCA registration here.

Lisa Lee Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Lisa Lee Wealth Management Limited from the Motorway

From the M6:
At Junction 11, please proceed to take the A460 exit towards Wolverhampton/Cannock.
Upon reaching Laney Green Interchange, kindly take the second exit which leads onto Warstone Road/A462.
Subsequently, make a left turn onto Broad Lane/B4210.
Next, turn left onto Bell Lane/A4124 and proceed to follow A4124.
Lastly, turn left onto Millers Walk. The destination will be situated on your right.

List of advisers under Lisa Lee Wealth Management Limited:

Lisa Lee Wealth Management Limited 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 http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.