Trusted Financial Advice across the South West
Experts in retirement planning, investment planning and financial peace of mind.Protect Your Future
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.
We can provide you with a personal service designed to meet your short and long-term goals. Our advice can help answer your immediate needs, whilst any plans we put in place can be monitored to check they’re effective in the future, no matter how your circumstances change.
The first step is to speak to one of our expert financial advisers. This is to understand the kind of help you’re looking for and if we’re right for you. An initial chat is without obligation. Simply fill in your contact details and we’ll be in touch within 24 hours.
About Lee Maskery
I have 16 years’ experience in financial services, which started when I joined the CIS as a trainee Financial Adviser. After becoming qualified I headed for the lights of London and worked for Santander as a Client Relationship Manager and then as a Manager looking after a small team of advisers. After missing Devon and the West Country I came back to my home and started as a self-employed Wealth Manager and this has since grown in to Maskery Wealth Management Ltd being formed. We became Limited in 2016 and have since had continuous growth within the business. We now have 9 members of the company and are looking to continue to grow.Testimonials
Get in touch
If you have questions about your immediate or long-term financial goals, please complete the form above. We’ll be in touch ASAP and you can look forward to expert advice and financial peace of mind.
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.
