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Lee Simpson

DipPFS

Based in Lowestoft, I provide wealth management advice to clients across East Anglia.

Having been a Financial Adviser for over 15 years, I have gained exceptional knowledge and experience within the financial services sector which enables me to provide both private and corporate clients with expert and professional advice on a wide range of wealth management products.

About

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of my business, I am a keen cyclist and enjoy spending time with my family.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
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Testimonials

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We have been clients of Lee since 2003. We have always found him to be friendly, accessible and informative. He is also professional, trustworthy and highly skilled in Wealth Management. We would, and have, recommended Lee to friends, family and others.

Mr &amp%3B Mrs S Masters| Retired, Stokesby

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 24/03/2023

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.

East Point Wealth Management Ltd is registered in England and Wales, Number 09629999. Registered Office: Gentry House, 4 Tilia Court, Worlingham, Beccles, Suffolk, NR34 7BF.