I’m Lee, an Independent Financial Planner. This means I have access to the whole of the market, and I am not restricted to specific providers, funds or products like other firms. My advice is simply based upon the solution is best for your needs, circumstances and objectives. I have worked in the financial services industry in a variety of roles over almost 20 years and have a wealth of experience
across roles and industries. Whilst financial advice is often deemed to be the preserve of the professionals or business owners, I strongly feel that the vast majority if people will benefit from financial advice at some time in their life. I am passionate about making financial advice accessible and understandable, with my main aim being to provide clear, consistent and understandable holistic financial advice to my clients to help them meet their objectives, whether this is using existing assets to meet their immediate goals or forming a long-term strategy for a goal many years down the line, such as saving to achieve a comfortable retirement. I work with individuals to help them take control of their finances, pensions and investments, working together to meet your long-term needs and objectives.