Lee Blissett
Chartered FCSI APFS, Chartered Wealth Manager & Chartered Financial Planner
‘Relationship, Service and Trust’ - I believe that a genuine understanding of my clients' personal circumstances, concerns and objectives, combined with quality service, professional standards and up-to-date industry knowledge are essential to delivering relevant, suitable and timely solutions to meet their needs. The longevity of these relationships, with the trust and advocacy of my clients being the clearest measure of my success.
About
At both Lloyds and Coutts & Co., I provided holistic wealth planning for many high net worth professional, entrepreneurial, executive and philanthropic clients.
I am fortunate to have worked with some genuinely inspiring clients and colleagues who balance their business acumen with true altruism. I have learned a great deal about people, the pressures and responsibilities of personal wealth and the importance of giving back.
I established Lee Blissett Wealth Management in 2017, when I accepted an invitation to join St. James's Place, and now run my practice in partnership with my wife Kate.
I am a Chartered Wealth Manager, Chartered Fellow of the CISI and a Chartered Financial Planner.
Based in Loughton, Essex, I provide wealth management advice to clients within the City, London and the South East.
Outside of work and as a dedicated family man, I share many interests with my wife and son, from music and history to motoring and travel. I am a classic car and motorcycle enthusiast with an active interest in philanthropy having recently completed 6 year Trusteeship at Essex Community Foundation and am now a Trustee for Essex Boys and Girls Club.
Should you wish to arrange a meeting to discuss your personal financial position, please do not hesitate to contact me.
Details of my career, experience and client testimonials are also available on my LinkedIn profile.
Clicking a link will open a new window. Any external sites are not endorsed by St. James's Place.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
