At work

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.


At home

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.

Spotlight questions

Getting to know

What do you enjoy most about your job?

Making the complex simple.

What motivates you at work?

Problem-solving and the ability to make a difference to someone’s lifestyle.

Who inspires you? Why?

Ian Wright - Despite several setbacks, Wrighty broke goal-scoring records for his club, played a top London club (depending on who you ask) and operated at the highest level of football for several years, earning 33 caps for England and going on to do punditry with a great sense of character and charisma.

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

I’m re-learning French. Very slowly albeit.

What’s at the top of your bucket list?

To spend a few weeks travelling South America.

contact us

We’re here to help

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