Lee resides in Lytham St Anne’s and has worked in Financial Services since 2007, initially starting out as a technical underwriter for a large Insurance Company before moving into Wealth Management.
He is a Chartered Financial Planner and specialises in supporting business owners and High Net Worth individuals, taking away the hassle of looking after their personal finances. Lee's main priority is to ensure his clients enjoy the lifestyle they want to live.
Lee takes great enjoyment from finding solutions to all kinds of problems and constantly developing his knowledge, thinking outside the box to get results for his clients. He has built up a network of trusted professionals in accountancy, tax advice and legal to ensure his clients get the best advice for a range of circumstances.
In his spare time he enjoys travelling, reading and spending time with his young family.