‘Relationship, Service & Trust’ 

At Lee Blissett Wealth Management we believe that a genuine understanding of our clients’ personal circumstances, concerns and objectives, combined with the quality service, professional standards and up-to-date industry knowledge are essential to delivering relevant, suitable and timely solutions to meet our client’s needs. 

We understand that Financial Planning and Wealth Management can be daunting, with market volatility and frequent changes in legislation. Furthermore, all clients are different, with varying degrees of knowledge, experience, appetite for risk and personal preferences. 

Our approach is to take time to fully understand not only what is important to our clients, but also how they would prefer us to deliver our recommendations. 

For the less experienced client, we are happy to provide both education and advice and in all cases we will review every client’s planning on a regular basis to ensure it remains suitable and appropriate.