
Lee Skinner
Financial Planner
Professionally
Lee specialises in translating complex financial planning strategies into clear, actionable guidance. He believes that informed decisions are the foundation of long-term financial success and takes pride in ensuring clients fully understand their options before beginning their journey together.
Lee is passionate about harnessing opportunities and ideas, from concept to creation, to deliver a consistently improved client experience. At the heart of his role is active listening: understanding each client’s aspirations and working objectively to help them achieve their goals.
Lee was drawn to Craven Street Wealth for its remarkable culture – a melting pot of knowledge combined with a genuine willingness to collaborate. Working alongside like-minded Financial Planners and a dedicated support team who truly appreciate the impact of their work is both inspiring and deeply rewarding for him.
In his role, he brings an entrepreneurial mindset, authenticity, and patience, coupled with a commitment to empower clients to feel confident at every stage of their financial journey.
- Retirement Planning
- Intergenerational Estate Planning
- DipPFS (BA Hons) – CII Level 4 Diploma in Regulated Financial Planning
Personally
Outside of work, his weekends strike a balance between adventure and relaxation. Saturdays are often spent on a motorbike, mountain bike, or surfboard, while Sundays are reserved for slower mornings and peaceful walks with his dog.
Lee in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.