Lee Waters
Chief Executive and Chartered Financial Planner
Trigger and Ozzy
Directors of Barketing
Qualifications
At work
Trigger and Ozzy are Barwells’ dedicated directors of barketing, bringing years of combined experience in treat detection, bird surveillance, and keeping team morale high.
Their areas of expertise include snack-based negotiations, window security patrols, and providing emotional support during stressful Teams calls. They are also highly skilled in accidental meeting snores, strategic interruptions, and alerting the team to suspicious bird activity outside.
They work best with clients who appreciate enthusiastic greetings, the occasional bark in the background, and the importance of regular snack breaks.
At home
Outside work, Trigger and Ozzy are happiest when supervising their mum, Barwells’ client relationship manager, from room to room. They take this responsibility very seriously, making sure nothing important happens without their close involvement.
Their spare time is usually spent rolling in the garden, monitoring birds from multiple angles, and checking that all available treats meet their strict quality control standards. They also enjoy snuggling on top of humans trying to use laptops, sunbathing in questionable positions, and dreaming about snacks they are certain were promised to them five minutes ago.
Likes
- Tenderstem broccoli
- Attention
- Barking
- Desk surfing
- Starbucks Puppuccinos
Dislikes
- Birds
- Hot weather
- Rain
- People who do not share their lunch
- Being left at home
Trigger and Ozzy in the spotlight
What our clients say
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 storiesDon’t just take our word for it…
Our latest survey results…
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
Blog
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
Barwells Independent Financial Management Ltd. Registration No. 07915410.
Registered office: 1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU.
Authorised and regulated by the Financial Conduct Authority, FRN 588626
Barwells Wealth is a trading name of Barwells Independent Financial Management Limited.
Production