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.
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.
Seeing clients fulfil their life goals, the location of the office, and having control over my own destiny.
People who are committed to providing the best possible service to our clients.
Your financial issues will always be handled sensitively and efficiently by our expert team, and we’re proud to have the recommendations to prove it. Here’s what some of our valued clients had to say about us.See all client stories
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
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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.