Michael Lee
Economics BSc (Hons), Dip PFS
Michael Lee brings over 30 years of financial services experience, having built his career across JPMorgan Chase, and Citi before joining St. James's Place twelve years ago, and holds the Diploma in Personal Financial Services. He specialises in financial planning across investment planning, pension planning and protection planning, with his decades of experience enabling him to provide clients with balanced, well-informed advice grounded in having seen markets through multiple cycles and economic environments, and outside the office enjoys spending quality time with his family.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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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.
