Lee Allan - Financial Adviser

Lee's professional credentials are augmented with his prestigious role as Financial Adviser at Grosvenor Associates. Lee is also a life member of MDRT the premier international association of financial professionals.

Grosvenor Associates provide a range of wholly relevant services to high net worth individuals, business owner-managers, entrepreneurs, and highly paid professionals. Grosvenor Associates take an integrated holistic approach to financial planning. Through in-depth analysis we are able to accurately assess and document your current financial position, discover any weaknesses and make the necessary recommendations which will guarantee a better financial future for you, your family and your business. Our services include advice on tax mitigation strategies, risk management, wealth management and disaster recovery.

Grosvenor Associates: St James's Place House, Central Boulevard, Solihull, B90 8AR. Telephone: 0121 7336733 Fax: 0121 7336610
Email: lee.allan@sjpp.co.uk

Representing St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Services Authority. The St. James's Place Wealth Management Group guarantees the advice given by its representatives, when recommending any of the products or services offered by companies in the Group. The St. James's Place Partnership and the title 'Partner' are marketing terms used to describe St. James's Place representatives. St. James's Place Head Office: 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP United Kingdom. Telephone: 01285 640302.

www.sjp.co.uk