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David Lee

David Lee

Senior Wealth Management Consultant

David began in Financial Services in 1993, working for Friends Provident. He was invited to join St. James’s Place in 1998 to develop his own Practice. During 2015, David merged his business with Eight Wealth Management Ltd as he wholeheartedly believes in their strong values. David has built a strong relationship with his clients and time is testament of the service he can provide.
Amy Blake
our pa team

Amy Blake

PA to Advisers

Tel: 01489 539010 or email amy.blake@sjpp.co.uk

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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’ Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St.James’ Place representatives.

Eight Wealth Management Ltd is a company registered in England and Wales, Company number 06544529.
Registered office: 1460 Parkway, Whiteley, Fareham, Hampshire, P015 7AF.

 

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