Lombard Wealth Associates Ltd
Discover Theresa Elsey at Lombard Wealth Associates Ltd
Client Relationship Manager
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
Diploma In Investment Planning
FPC
CF8
CEMAP
ER1
I spoke to Theresa about my pension. Theresa followed up with my pension provider and was able to give me solid advice on how to progress so that I can be sure of future security. I highly recommend Theresa for financial advice.
I have known Theresa for a number of years and on several occasions I have either discussed advice for myself or referred her to a client. She has always been very helpful and given invaluable advice to me. My clients have also reported a similar experience. I would not hesitate to recommend Theresa for any pension or investment advice.