Lee Waters
Chief Executive and Financial Planner

Client Services Manager
Emah has over 30 years of experience in client services, bringing a deep understanding and dedication to delivering exceptional support.
Outside of work, Emah’s life is delightfully hectic with a household full of animals and teenagers. She enjoys walking her dogs—when they’re behaving—horse riding, and spending quality time with family and friends. Weekends often find her pitch-side, G&T in hand, cheering on her son at Balcombe Cricket Club in the summer, and wrapped up with a hot chocolate on the sidelines at East Grinstead Rugby Club in the winter, supporting her daughter.
of clients would recommend us to their friends, family, or colleagues, up from 92.31% in our 2023 survey
of clients believe that working with us has helped or will help them achieve their financial goals, an increase from 96.43% in 2023
of clients were satisfied that we understood their needs, goals, aspirations and objectives
of clients were satisfied with the speed of response from their planner, an increase from 98.21% in 2023
It’s our mission to always leave you in a better-informed position than you were when you came to us. That’s why you’ll find lots of useful information and helpful tips in our regularly updated blog posts.