Frazer Wealth Management

Senior Partner Practice of St. James's Place Wealth Management

Lorenzo Lombardi, Associate Partner

Lorenzo has worked for over 26 years in the Financial Services Industry and joined St. James’s Place in January 1995 when the company traded as J. Rothschild Assurance.

Lorenzo specialises in advising private clients and business owners on the management of their wealth and personal affairs, with a particular focus Inheritance Tax Planning and Trusts. He can also facilitate the referral for advice regarding Wills.

Lorenzo runs his own separate Practice with St. James's Place and does not operate in a legal partnership with Andrew and Kerry.

Trusts and Wills are not regulated by the Financial Conduct Authority. Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place.