Lee joined us from the insurance sector, having gained fourteen years of experience dealing with high net worth clients and being faced with complex enquiries. His ‘can do’ positive attitude and ability to think on his feet means he is a valuable member of the team and is always looking for solutions.

Lee is working on building his technical knowledge and learning the ropes in the world of finance and estate planning and is getting to grips with things at a rapid pace.

Lee is a client facing member of the team and so you may see him when you visit us to sign your paperwork; his professional and relaxed manner will be sure to put you at ease.