Discover Theresa Elsey at Lombard Wealth Associates Ltd

Business Description

I am a Client Relationship Manger working within Lombard Wealth Associates.

Building, maintaining and growing relationships between the practice and it's clients.

The role combines business networking and discussing clients needs before introducing them to our professional financial advisers.

Key Areas:

Relationship Building and Communication
Building the bridge between the client and the practice
Ensuring the clients receive solutions tailored to their needs

Having over 35 years experience within financial services and advising, I firmly believe that careful planning can determine your financial wellbeing.


Our advisers work closely with their clients building relationships based on trust and understanding of their personal finances. This ensures they are able to provide advice that is needed, when it is needed.

Specialties: Financial Adviser
Financial Planning Specialist
Wealth Management
Financial Planning Consultant
Investment Planning
Retirement Planning and Annuities
Protection Planning
Inheritance Tax Planning

The Partner/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).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

SJP Approved 12/11/25