Certified Financial Planner®
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I would like to get to know you! Contact me to help you create a personalised financial plan, and ensure you are on the right road to achieve your financial goals.
Lee's holistic approach and genuine interest in my family's financial wellbeing has made him a trusted partner on our investment journey. His extensive knowledge and expert advice has provided financial peace of mind enabling us to focus on other areas of personal growth and development.
Lee is professional, knowledgeable and holistic in his approach. He has earned my trust and I would recommend him without reservation.
As a financial advisor, Lee provides an exceptional level of service in pursuit of his clients’ best interests. Whilst maintaining the highest level of professionalism, he builds good repour with his clients. Lee stands out from other financial planners because he makes a concerted effort to understand his clients’ personal circumstances, needs and financial goals. Lee’s high level of competence in his field provides my husband and I with peace of mind during consultations and in ultimate investment making decisions.
Lee's holistic approach and genuine interest in my family's financial wellbeing has made him a trusted partner on our investment journey. His extensive knowledge and expert advice has provided financial peace of mind enabling us to focus on other areas of personal growth and development.
Lee has a customer centric approach which, together with his acute understanding of the market beyond only his products, allows him to structure a portfolio specific to people's needs. He is actively involved and constantly communicates with me which keeps me involved in my investments and gives me a sense of comfort that my finance is in the hands of someone who cares. I would, and have, recommend Lee to friends and family.