Lee Scott
Dip(PFS)
I provide bespoke, holistic financial planning advice to help my clients to both build and preserve their wealth.
About
I give advice from a ‘big picture’ perspective, with an aim to building long-term relationships with my clients. This is exemplified by my focus on intergenerational financial planning, to ensure that sound financial advice reaches and benefits future generations.
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. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
