Lee qualified as a financial adviser back in 2014 and has been providing clients with holistic financial planning solutions ever since. In total, he has been working in the Financial Services Industry for 20 years.
He has long-standing relationships with nearly all of his clients and what interests him most about his role is providing holistic financial planning for his clients and assisting them in meeting their personal and financial goals provides Lee with the satisfaction that he is making a difference to their financial position over the medium to longer term.
Outside of work Lee enjoys holidays, spending time with his wife and children, playing golf, keeping fit and watching sport, whether that’s on TV or watching his children play at the various clubs they attend!
