Lee is a Chartered Financial Planner within MHA Moore and Smalley, who provide holistic advice on a wide range of matters including retirement, investment, estate and protection planning, and associated tax concerns.
Within the team, specialist planning areas include advising high net worth individuals, trusts, corporate entities, healthcare and medical professionals, vulnerable clients, and those wishing to consider long term care or equity release.
Lee is a member of the Chartered Institute of Securities and Investments. With a natural passion for investments, Lee is the chair of the in-house investment committee.
Lee is a general practitioner but specialises in advising high-net-worth individuals and corporate entities.
Outside of work 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.
