Lee has been a financial adviser for for almost 17 years. He is currently working towards Chartered Financial planner status and holds AF3 Pension Transfer Specialist accreditation.

Lee’s key strengths are providing sound advice, both business and personal, in a language that is clearly understood by the end client. This is recognised in the longevity of the client relationships that have been built up and retained, since first becoming a financial adviser.

Lee enjoys socialising and spending time with his family. He occasionally joins the “MAMIL” brigade, but usually as a mode of transport to the local country pub.