About Lee Walker

Lee Walker

DipFA

I am based near Poole, Dorset and have spent a number of years helping clients with their finances in Salisbury, Wiltshire and in Hampshire.

About

I previously worked for a well-known high street bank for 26 years and saw many changes during this time. One thing that remains constant is that the relationship and trust you have with your financial adviser is key to making the right decisions at the right time.

As many financial institutions are not in a position to provide advice when you need it I was happy to accept the invitation to join St. James's Place.

I am committed to ensuring that my knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Outside of my business, I enjoy a game of golf and also play touch rugby. I live with my wife and between us we have 3 children and 2 dogs and like to be by the beach and spending time walking the dogs with the family.

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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.

Walker Wealth Management Ltd is registered in England and Wales, Number 09746973. Registered Office: The Old Parlour, North West Farm Buildings, Winterborne Kingston, Blandford Forum, Dorset, DT11 9AT.