Henwood Connect 0121 313 1370

Harriet Lee

Professionally

At work

Harriet is an Associate Financial Planner, providing technical support to our Financial Planners and support team.  She previously worked for a small boutique firm and has been in the financial planning profession since 2015.

Harriet holds the Advanced Diploma in Financial Planning and the Certified Financial Planner qualifications.  She is chartered under the Chartered Insurance Institute and Chartered Institute for Securities & Investment.

Harriet enjoys working out the technical detail of financial plans then translating it into something that is clear and easy to understand for clients.

Personally

At home

Outside of work Harriet enjoys cooking and loves hosting dinners for family and friends.  She enjoys salsa dancing, climbing and learning languages.  A lover of the great outdoors, Harriet often spends holidays hiking in the British countryside.

Spotlight questions

Getting to know
Harriet

What do you enjoy most about your job?

Being able to make the complex simple, both when talking to clients and when helping colleagues.

What motivates you at work?

I love to keep learning and there’s always something new to learn in this job.

Tell us something people may be surprised to learn about you…

I go climbing in my spare time.

What’s at the top of your bucket list?

To be able to speak six languages (I currently speak three).

contact us

We’re here to help

    0121 313 1370
    The Cruck Barn
    20 Country Park View
    Sutton Coldfield
    B76 1TE

    Henwood Court, The Cruck Barn, 20 Country Park View, Sutton Coldfield, B76 1TE – T: 0121 313 1370

    Henwood Court Financial Planning Limited is a Limited Company registered in England & Wales under number 05280846. Henwood Court Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA), 12 Endeavour Square, London, E20 1JN, and is bound by its rules. Henwood Court Financial Planning Limited is entered on the FCA register and their registration numbers is 417707. Registration can be checked on the FCA’s website by clicking here or by contacting the FCA on 0800 111 6768. The registered address of Henwood Court Financial Planning Limited is The Cruck Barn, 20 Country Park View, Sutton Coldfield, B76 1TE.

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