Ray Lennard

  • Wealth management
  • Personal Investment strategy
  • Client Objective

Ray’s career as a qualified Personal Financial Planner started in 1992 with Allied Dunbar (Zurich). He developed a successful business, with a varied mix of personal and corporate clients. Having established his clients’ needs, attitude to investment risk and capacity for loss then recommending solutions across all areas for retirement, protection and investment.

In 2004, Ray became a partner in St. James’s Place Wealth Management, where he continued to expand his practice, as well as gaining a Diploma in Personal Financial Service (DiP PFS), providing advice in all areas of financial planning, while specialising in Inheritance Tax, Trusts, Pension Transfers and Retirement.