About Lee
My career working in financial planning dates back to 2005 working with a large Mortgage/Insurance practice in the UK. My first role was a mortgage/protection adviser, my responsibility was to help clients with various Mortgage needs and to ensure that they and their families were fully protected financially in the event of premature death or unable to work.
I became a fully qualified independent financial planner in 2010, as a consequence of not only wanting to develop my career, but the impact of the global credit crunch. With this role I assisted clients with all areas of financial planning services, with my niche area being retirement planning. I have always treated my clients with the highest level of professionalism and care. I always enjoy meeting with my clients and I am extremely passionate in helping clients grow their wealth and live in comfort. I have an high level of knowledge across all financial products and markets and constantly look to improve on this.
I have helped all ranges of clients from the high networth individuals down to clients wanting to purchase their first home.
Knowing my clients are happy with my advice and that they remain on track with their financial goals is the most satisfying part of my work.
I joined Holborn Assets in 2022 as a Senior Wealth Associate, to further my career. Holborn is a transparent, trusted, client-focused company, whose business principals match my own.
From the first conversation you have with me, I will make you feel at ease and confident that we will create the best financial plan to meet your objectives. I make no apologies, in making sure that you are heavily involved in the process, to ascertain that you understand at all times, everything we are doing and why.
In my spare time I love to spend time with my family, travelling the world to beautiful destinations and various sport interests.
Qualifications
- DipPFS
- CeMap
- CeReR
