David Lee

Director and Senior Wealth Management Consultant at Garth Thompson Wealth Management Ltd - N/A, ENG, UK

David Lee's Colleagues at Garth Thompson Wealth Management Ltd
Amber Stevens

Service Performance Leader

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Josie Graham

Senior Client Executive

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Rob Heath

Wealth Mangement Consultant

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Andy McKee

Wealth Management Consultant

Contact Andy McKee

Sue Jennings

Head of Brand & Client Engagement

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Carla Bishop

Head of Client Relations

Contact Carla Bishop

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David Lee's Contact Details
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Garth Thompson Wealth Management Ltd
David Lee's Company Details
Garth Thompson Wealth Management Ltd logo, Garth Thompson Wealth Management Ltd contact details

Garth Thompson Wealth Management Ltd

N/A, ENG, UK • 50 - 99 Employees
Financial Services

At Eight Wealth Management Ltd, a Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind'​ for the future.Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by:- Providing personal face to face financial advice- Giving you the opportunity to review your financial affairs regularly- Effectively managing your investments via our distinctive approach- Keeping you informed of the latest news - Listening to your feedback- Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships.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. Eight Wealth Management Ltd 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 at 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.

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Frequently Asked Questions about David Lee
David Lee currently works for Eight Wealth Management Ltd.
David Lee's role at Eight Wealth Management Ltd is Director and Senior Wealth Management Consultant.
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David Lee works in the Financial Services industry.
David Lee's colleagues at Garth Thompson Wealth Management Ltd are Amber Stevens, Josie Graham, Rob Heath, Andy McKee, Sue Jennings, Elle Henry, Carla Bishop and others.
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