Lee Ballard
DipFA
Lee Ballard, SJP Wealth Adviser and DipFA qualified financial planner, has an impressive 27-year tenure within the financial industry. His journey spans renowned institutions such as Bupa, Vitality, and Prudential.
At the core of Lee's ethos is an unyielding commitment to doing what he promises, embodying empathy and attentiveness in his client-centric approach. His exceptional ability to establish enduring client relationships underscores his belief in the importance of trust and reliability.
Within his role, Lee offers expertise in face-to-face or hybrid client interactions, delivering holistic financial guidance. His goal is to empower clients and tailored strategies that align with their long-term aspirations.
Lee takes pride in his family—a loving husband to wife, Louise, fellow financial services professional and a devoted father to two children. Alongside his professional pursuits, Lee's passion for golf shines through as he assumes the role of Club Director at Stand Golf Club.
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.
