# Lees Wealth Management

Lees Wealth Management is a face-to-face financial advisory firm based in Forres, specialising in wealth management for high-net-worth individuals and those with above-average incomes. They work with clients whose financial circumstances are more complex than average, providing tailored guidance across the full spectrum of wealth management needs.

The firm distinguishes itself through a relationship-focused approach, prioritising long-term partnerships built on trust and accessibility. Andy Lees and his team offer a personal touch that sets them apart from larger institutions, combining the security and resources of their larger financial services group affiliation with the individual attention of a smaller practice. Clients consistently praise their approachable, unhurried service, patience in explaining complex financial matters without unnecessary jargon, and genuine commitment to placing client interests first.

Their client base spans retirees, business owners, and those managing family finances across the UK, from Aberdeenshire to Suffolk. Testimonials highlight their professionalism, responsiveness, and willingness to provide ongoing support and follow-up meetings. The firm's strength lies in demystifying financial planning, offering informed guidance during both routine wealth management and periods of family crisis or significant life changes.

Rather than operating as an anonymous online service, Lees Wealth Management maintains a physical presence in Forres, enabling face-to-face consultations. This combination of professional expertise, personal accessibility, and comprehensive service offerings makes them particularly attractive to clients seeking sophisticated wealth planning without sacrificing the human element of financial advisory relationships.