Lee Ballard - Financial Adviser

Managing your finances can be a difficult and complex thing to get right without professional support. My role, as a Wealth Management Partner, is to remove the stress from wealth management, using my expertise and over 27 years of experience to enable you to meet your financial goals.

Everyone’s needs and circumstances are different but given our experience and whether you want to make the most from investments, planning for retirement, need help with finding the best mortgage deal or just want to chat through protecting you and your and your family if the worst were to happen, we would be more than happy to help.

In terms of how we work, it’s always best to have an initial chat so you can tell me what you’d like help with. This chat can be as long or as short as you need it to be and it doesn’t matter whether you know exactly what you need or have no idea whatsoever, there are no silly questions.

We look to:
• Understand your situation
• Design your financial plan
• Present and your financial plan and implement
• Continue to review and change with your circumstances

We use our leading technology so you can view your plans in a quick and transparent way using your desktop, tablet or smartphone.

What I can help with:
• Investment planning
• Retirement Planning
• Protecting you and your Family
• Mortgages

Feel free to give me a call or message me to organise an initial chat.
Phone: 07715 410990
Email: leeBallard@tpllp.com

Lee Ballard Financial Adviser

Areas Served

  • All of UK

Lee Ballard - Financial Adviser

Lee Ballard - Financial Adviser

Managing your finances can be a difficult and complex thing to get right without professional support. My role, as a Wealth Management Partner, is to remove the stress from wealth management, using my expertise and over 27 years of experience to enable you to meet your financial goals.

Everyone’s needs and circumstances are different but given our experience and whether you want to make the most from investments, planning for retirement, need help with finding the best mortgage deal or just want to chat through protecting you and your and your family if the worst were to happen, we would be more than happy to help.

In terms of how we work, it’s always best to have an initial chat so you can tell me what you’d like help with. This chat can be as long or as short as you need it to be and it doesn’t matter whether you know exactly what you need or have no idea whatsoever, there are no silly questions.

We look to:
• Understand your situation
• Design your financial plan
• Present and your financial plan and implement
• Continue to review and change with your circumstances

We use our leading technology so you can view your plans in a quick and transparent way using your desktop, tablet or smartphone.

What I can help with:
• Investment planning
• Retirement Planning
• Protecting you and your Family
• Mortgages

Feel free to give me a call or message me to organise an initial chat.
Phone: 07715 410990
Email: leeBallard@tpllp.com

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Lee Ballard - Financial Adviser

"The service provided by Lee and Emma was exceptional. They both went the extra mile to get our mortgage over the line and we can’t thank them enough"

My clients say...

Lee Ballard - Financial Adviser

"Thankfully you acted so quickly with everything that’s going on with lenders suspending new business. Our house move is still on! "

My clients say...

Lee Ballard - Financial Adviser

"Extremely happy with what Lee and his team have recommended to me regarding my investments and I’ll continue to trust his judgement moving forwards"