Lee Waters

Chief Executive and Financial Planner

Reviews and Ratings for Financial adviser Lee Waters, Brighton

At work

With two decades’ experience in financial services, Lee is an expert in pensions and investments. He also specialises in later-life care and equity release.

Lee mainly works with people approaching retirement and business owners.

At home

Lee is married with two children, and the family is completed by three dogs and a cat.

Outside of work, Lee is the captain of the Balcombe 2nd XI Cricket Team and the Vice Chair of Governors at Oriel High School.

In his spare time, Lee enjoys running, cycling, and attending sporting events and concerts with his family.

Lee in the spotlight

The three things I love most about my job are:

Seeing clients fulfil their life goals, the location of the office, and having control over my own destiny.

The types of people I most enjoy working with are:

People who are committed to providing the best possible service to our clients.

Our latest survey results…


would recommend us to their friends, family or colleagues


of clients believe that working with us has helped or will help them achieve their financial goals


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


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.

Get the latest updates