Lee has been working in the financial services industry for 20 years, holds the DipPFS Certs CII (MP & ER) qualifications and has also an Australian Diploma in Financial Planning, having spent time in the Southern Hemisphere undertaking retirement planning for former UK residents that have relocated to sunnier climes.
Having spent two decades in the industry, he has extensive experience in all areas of financial planning having worked his way from administrative back-office duties through to his current role as an Independent Financial Adviser.
Whilst he has spent most of the last 7 years working as a retirement planning specialist and has significant experience dealing with Defined Benefit Pension Schemes, Lee is equally comfortable providing advice on all areas of financial planning. He prides himself in building strong relationships and fully understanding a client’s situation to help individuals meet their personal and personal goals.
Lee joined Prosperity Wealth to ensure that he can provide holistic financial advice and the service which his clients deserve, and his goal is to provide clear, concise, and trusted financial advice in an industry which can be littered with jargon.
In his spare time Lee and his wife love to travel and try to visit at least one new country each year. He has a season ticket for Barnsley FC, plays Golf (badly) and loves to watch Rugby League and Cricket. Interestingly, he has also performed comedy on stage at the Edinburgh Festival!
