I have 14 years’ experience in financial services, which started when I joined the CIS as a trainee Financial Adviser. After becoming qualified I headed for the lights of London and worked for Santander as a Client Relationship Manager and then as a Manager looking after a small team of advisers. After missing Devon and the West Country I came back to my home and started as a self-employed Wealth Manager and this has since grown in to Maskery Wealth Management Ltd being formed. We became Limited in 2016 and have since had continuous growth within the business. We now have 9 members of the company and are looking to continue to grow.
I am the Director of Maskery Wealth Management Ltd.
My job is to make financial planning and wealth management easy and stress free for my clients. I help people save money aiming to achieve their financial and investment planning goals as easily and efficiently as possible.
Together, we focus on the personal things that matter to an individual, couple or family and then consider the financial aspects of those goals. We make plans and implement them together whilst working in consultation with each other the whole time.
As a Financial Adviser, my investment planning advice is used to guide people into making the right decisions. I believe most people know what they want, they just need a bit of expert help to get them going.
What I do is provide my clients with sound financial advice and helpful investment strategies.
My typical client is a professional who is serious about their personal financial future and who is seeking transparent and straight forward financial advice.
My clients are UK residents spread across a range of nationalities with assets similarly located around the world. As such, the role demands a developed understanding of portfolio creation, investment strategy and tax planning with the ability to monitor risk and adapt to the fast pace of change in financial markets.
My social life consists of spending time with my wife, friends and traveling. We have a holiday home abroad which we try and make as much use out of as possible. I play squash and try my best at surfing on the odd weekend.
We have enjoyed our relationship with Maskery Wealth Management. Lee has introduced us to a better way of managing our money and has enabled us to include our children in our long term planning. We regularly recommend him to friends and acquaintances because we trust his advice.
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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.