Chartered Financial Planner

Fellow of the PFS and Pension Transfer Specialist

Current Role

Lee joined the Lyndhurst team in March 2021 as a Chartered Financial Planner, Fellow of the PFS and Pension Transfer Specialist.

As a Chartered Financial Planner, Lee assists clients and their families in developing personalised life and financial goals which are then achieved through a wide range of tools including investment advice, wealth management, tax planning and cash flow modelling.

Lee’s focus is taking these technical subjects and explaining them in simple and relatable ways.

Previous Experience

Lee’s entry to the world of finance began in 2013. Prior to joining his previous IFA practice in May 2015, he had been running his own business whilst studying towards his Level 4 Diploma part time, having previously graduated from University in 2010.

Since starting in the industry, Lee has progressed very quickly and was signed off as client facing in January 2016, enabling him to begin moving into an advisory role and engage with clients. In addition to Level 6 Chartered status, Lee holds the Long-Term Care, Discretionary Investment Management, Equity Release and Mortgage permissions. Lee’s technical understanding has seen him awarded the status of Fellow by the PFS. As recognition for his rapid development, New Model Adviser inducted Lee into their “Top 35 Advisers under 35” in 2018.

The above qualifications and exams have given him a level of technical knowledge which enables him to provide sound, quality, and understandable advice to all clients across a wide range of areas.

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