Are you an Adviser click here

Lees Wealth Management

📍
4 Commerce Street, Elgin, IV30 1BS
🌐
http://www.leeswm.co.uk
✔
FCA Number: 591937
Website Image of Lees Wealth Management

Located in the heart of Elgin, Lees Wealth Management is a respected financial advisory firm regulated by the FCA under number 591937. The firm offers comprehensive financial planning solutions with expertise in life investments and pensions retirement advice, inclusive of final salary pension transfers. Whether you're envisioning your dream retirement or need advice on effective wealth management strategies, their specialized team of professionals is known for crafting tailored plans that align with individual clients' goals. Lees Wealth Management has been a reliable partner for families across Elgin and its surrounding regions, consistently delivering trustworthy, regulated advice. Their office is conveniently located at 4 Commerce Street, IV30 1BS, solidifying their presence as a local expert in financial services.

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

Lees Wealth Management 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 Lees Wealth Management from the Motorway

  1. From the M90:
  2. Depart at junction 10, heading toward Stirling / Crianlarich / Inverness / A9.
  3. Upon reaching the roundabout, take the second exit onto A9.
  4. Approaching the next roundabout, take the second exit and remain on A9.
  5. Make certain to keep to the right in order to stay on A9.
  6. Proceed by making a right turn onto A95.
  7. Take a left turn in order to stay on A95.
  8. At the roundabout, take the second exit and persist on A95.
  9. At Spey Bridge Roundabout, choose the third exit and continue on A95.
  10. Continue onto A941.
  11. Proceeding to Laichmoray Roundabout, maintain course onto Moss Street.
  12. Turn right onto Greyfriars' Street.
  13. Make a left turn onto Glover Street.
  14. Turn left onto High Street.
  15. High Street veers to the left and becomes Commerce Street. The destination will be on your left.

List of advisers under Lees Wealth Management:

Lees Wealth Management 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.

Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback