Braintree
Lee joined Perspective on the 1st December 2023 as part of the Park Lane IFA Ltd acquisition.
Lee qualified as a financial advisor back in 2014 and has been providing clients with holistic financial planning solutions ever since. In total, he has been working in the Financial Services Industry for 20 years.
He has long-standing relationships with nearly all of his clients and what interests him most about his role is providing holistic financial planning for his clients and assisting them in meeting their personal and financial goals provides Lee with the satisfaction that he is making a difference to their financial position over the medium to longer term.
Outside of work Lee enjoys holidays, spending time with his wife and children, playing golf, keeping fit and watching sport, whether that’s on TV or watching his children play at the various clubs they attend!
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123