Lionel is a fully qualified Chartered Financial Planner and Fellow of the Chartered Insurance Institute, a highly exclusive award reserved for the leading individuals within the financial advice market.
With over 20 years experience in the industry, Lionel has spent a large proportion of his career advising clients for a major High Street Bank, gaining numerous qualifications including the Diploma in Financial Advice. Alongside giving financial advice, Lionel held the role of Finance Director for a successful Childcare business for in excess of 7 years.
Lionel promotes the development of lifelong relationships with his clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services on offer.
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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.