Chartered Financial Planner & Senior Manager
Lee has more than 30 years’ financial services experience; he joined the firm back in 2001, having previously held an Area Sales Manager role at Natwest Mortgage Services. When the industry underwent changes that resulted in increased regulation and a greater client focus, he saw an opportunity to provide truly independent advice with a high level of client care.
Here at Craven Street, Lee’s relaxed but focused approach enables him to deliver this exceptional client service every day. He advises clients across a range of financial planning areas with a view to meeting their personal and family objectives.
- Later life planning
- Group pensions
- Advanced Diploma in Financial Planning (APFS)
- Associate Member of the Personal Finance Society
- European Financial Planner Certification (EFP)
- Full Member of the Society of Later Life Advisers (SOLLA)
Lee’s time outside of work is all about relaxing, be it spending some quality time together as a family, watching films or reading. He is also a keen squash player and a member of Canterbury Squash Rackets Club.
Lee in the spotlight
Written by Lee
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