Lee is a Chartered Financial Planner and a member of the Chartered Institute of Securities and Investments. With a natural passion for investments, Lee is the chairman of the in-house investment committee.
He is a general practitioner but specialises in advising high-net-worth individuals and corporate entities. Working across the North West, Lee provides holistic financial planning advice to clients of the firm.
Lee is happily married and enjoys spending time with his family. He is a keen squash player, Tarantino fan and enjoys spending time in his garage woodwork shop.