Lee Dowdall has over twenty years’ experience in financial services and was invited to join St. James's Place Wealth Management, formerly known as the J. Rothschild Assurance Partnership, in 2002. During his career he has held senior positions within the industry, in private banking and investment planning.
Providing bespoke financial planning to clients in an environment of trust, he specialises in investment and Inheritance Tax planning and works with other specialists within St. James's Place to strengthen the expertise available to clients of the Practice.
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.