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Products, Services & Performance

Lee Palmer

Head of Customer Services

Qualifications:

Biog:

I’ve worked within the industry for over 15 years specialising in customer service roles. Starting at NatWest I moved in to Contact Centre management roles servicing advisers & networks within RBS, whilst gaining financial planning qualifications. A short spell as a Mortgage Adviser was followed by 10 years with Aviva as a senior manager. I then headed the New Business & Underwriting functions. In the past 3 years I worked within a local platform provider and a major high street bank before joining Sanlam in 2014.

I currently have accountability for the delivery of the experience for our advisers & investors to ensure it is positive and efficient & meets quality levels. My vision is to develop a service proposition ensuring how & when you interact with us, we have a solution to meet your requirements.

In my spare time I can be found on my road bike and I’m a qualified rugby coach looking after my sons rugby club team.

Contact:

enq@sanlam.co.uk

Testimonials:

Lee Palmer

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.