Lee Dowdall
Cert CIB DMS DipPFS
Lee Dowdall has over twenty years’ experience in financial services and was invited to join St. James's Place, formerly known as the J. Rothschild Assurance Partnership, in 2002.
About
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 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.
