Lee Simons
DipFA
Lee Simons brings over 15 years of financial services experience, having transitioned from professional golf to financial planning in 2016, and joined St. James's Place seven years ago where he specialises in intergenerational and retirement planning using visual cash flow modelling.
He holds the Diploma in Financial Planning (DipFA) along with specialist qualifications in retirement income planning (AF7) and pension transfers (AF8), and outside the office enjoys playing golf with friends and clients whilst spending time with his wife and three children.
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.
