Following the successful launch of Lee Blissett Wealth Management in 2017, I am proud to have joined Lee’s Practice as his business partner in April 2018.

As a professional banker with over 35 years’ experience in all aspects of retail and private banking, I have assumed office management responsibility as well as developing Lee’s marketing and client relationship management strategies.

I began my career in financial services when I joined Lloyds Bank in 1988, moving to Harrods Bank Limited in 2001.

Working in relationship management, compliance, marketing, business management and previously providing financial advice, I have gained valuable experience in most aspects of both retail and private banking.

I take pride in my work and share Lee’s business ethos of ‘Relationship, Service and Trust’ supported by industry knowledge, life experience and professional standards.

I am a St. James’s Place Accredited Financial Education Specialist, which means that I can deliver consistent, high quality education sessions, working with young people in a school environment. Our Financial Education resources have been independently accredited with the Money & Pensions Service and The Money Charity.

I share Lee’s interest in philanthropy and am proud to have qualified as a Childline* counsellor. Since May 2019, I provide private and confidential telephone and online counselling services for young people one day every week.

Details of my career, experience and qualifications also available on my LinkedIn profile: Please click here to view.

*Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James's Place.

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