Lee has been helping his clients to achieve their financial ambitions and lifetime goals for over 25 years’.
As a Fellow of The Personal Finance Society and a Chartered Financial Planner, Lee has considerable experience in all aspects of financial services. He particularly specialises in pension transfers and assessing final salary pension transfer values to provide his clients with financial security throughout their retirement.
In 2010 Lee jointly founded Prosperitas, a dedicated wealth planning business. Prosperitas joined the Succession Group in 2017 where Lee continues to deliver his straight-forward and highly successful client-focused approach to financial planning.
Lee lives in Harrogate with his wife Liz and two daughters. When he’s not shuttling the girls between their never-ending run of netball games, you can find him feverishly trying to prepare for his next Sprint Triathlon.