Get in touch with Nicholas on 07725 784 348
your money
changing the way you think about 
Financial Life Planning is all about helping you understand where you are, and more importantly, where you want to be.
Once you know where you want to be, we can work together to plan how to get there.
Financial Life Planning can help you to define, achieve and live the life you truly deserve.
Nicholas Lee

My role as a financial life planner is to help clients define, achieve and maintain the life they want and deserve. Part of that process is to ensure that they have the right financial architecture in place to help them achieve their goals. I am ably helped in delivering robust and flexible financial plans to my clients by the wonderful staff at De Montfort Professional Wealth Management.

Bethan Phillips-Macdonald
Bethan is responsible for dealing with all the administrative work connected with taking on new clients as well as the servicing requirements of existing clients.

DeMontfort Professional Wealth Management is a trading style of DeMontfort Wealth Management LTD, which is authorised and regulated by the Financial Conduct Authority. The value of the investment is determined by the value of the units, the price of which can fall as well as rise. What you get back is not guaranteed. The value of your investment may be eroded by the effect of inflation over time.