Lee is a driven and ambitious Chartered Financial Planner, having worked at both larger national organisations and smaller boutique firms in recent years.
Lee is motivated by building long-term lasting relationships with clients by putting them at the centre of what he does, understanding their needs, and delivering the highest level of service; helping individuals and families to achieve their tailored goals with the accompanying peace of mind they deserve.
Lee works closely with both Nick and Helen in supporting them with their client work.
Having always lived and worked in larger cities, Lee enjoys the pull of the countryside when possible and is exploring the UK bit by bit.
He enjoys playing and following sport with football and boxing being the top picks.
Despite this he always enjoys the challenge of trying to put his hand to something new.