Ellie Lees

Financial Adviser @St. James's Place

Warwick, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2016 — Present

Financial Adviser @St. James's Place

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St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

EDUCATION

2013 — 2014

Université Rennes 2

ERASMUS

2011 — 2015

Swansea University / Prifysgol Abertawe

Bachelor's degree, English Literature (British and Commonwealth)

SKILLS

ResearchFinancial PlanningSocial MediaTeamworkMicrosoft OfficeWealth ManagementRetirement PlanningFinanceWealth PreservationFinancial ServicesSocial NetworkingTime Management

ABOUT ELLIE LEES

Avonford Financial Planning 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). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.SJP Approved 18/06/2025

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Ellie Lees — Financial Adviser at St. James's Place in Warwick, GB | Unifers