- Diploma from the Personal Finance Society
Lee has over 13 years experience working with Kreston Reeves and he specialises in a number of Financial Planning areas, including:
- Long term care planning
- Employee benefits
- Generation planning
13 years with Kreston Reeves Financial Planning Limited/Coach House Financial Services Limited as an Independent Financial Planning Manager.
12.5 years with NatWest Bank of which 7 were involved with NatWest Mortgage Services as both a Personal Mortgage Adviser and Area Sales Manager.
Playing squash and my home life.