Lees Wealth Management Information

Lees Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management. We are based in Elgin, Moray and provide a full range of financial solutions to our private clients and their families ranging from intergenerational wealth planning and inheritance tax mitigation through to retirement planning and later life planning. We are dedicated to encouraging our clients to use investment solutions that meet environmental and social governance criteria wherever possible as looking after our environment is as important as looking after our finances. At Lees Wealth Management the entire team pride themselves on delivering a quality experience to every client. The value of your investment can go down as well as up. You could get back less than you invested. Lees Wealth Management 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 08/05/2026