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.

Specialisms

  • Retirement Planning
  • Intergenerational Estate Planning

qualifications

  • 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

My day starts with...
Coffee. No exceptions! A plain croissant (with jam) sat in the sun is also preferrable.
In my spare time I like...
Art and design.
My favourite holiday destination / activity is...
A winter holiday snowboarding and a summer holiday surfing.
An interesting fact about me is...
I could ride a geared motorcycle by the age of 5.
London regional office & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

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    Craven Street Wealth
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