Lee Waters
Chief Executive and Chartered 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 work, Emah’s life is delightfully hectic with animals and family. She enjoys walking her dogs, when they’re behaving, horse riding, and spending quality time with family and friends. On winter weekends, she can be found wrapped up on the sideline at Burgess Hill RFC and Haywards Heath RFC, supporting her son and daughter. On summer weekends, things are more civilised, with Emah sitting with a G&T in the pavilion at Balcombe Cricket Club, watching her son.
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.