Lee
Lee has been working within St. James’s Place since 2013, starting as an office junior, and quickly gaining the experience needed to become an accredited St. James’s Place Practice Manager and helping establish new and successful businesses within the company.
Joining McMillan Financial Advice in 2020, Lee now manages the smooth running of the business as our Practice Manager, as well as managing the quality and consistency of client servicing throughout McMillan.
Outside of McMillan Financial Advice, Lee is an avid Formula 1 fan with favourite driver being Lando Norris. Lee also enjoys spending his free time when he can out on his Paddleboard and taking walks around the countryside.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
