0330 038 8939
Based in Canterbury
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: August, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 08 September 2026
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
83
Recent Client Reviews
Lee has received 83 client reviews in the past 12 months; 99% of these have been verifiedVerified reviews: 99%
Lee has received 83 client reviews in the past 12 months; 99% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 11 September 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates available to view
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowLee has provided information on their typical fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)
About
I have been advising private clients, business owners and corporate entities for 20 years. Over that time I have helped clients build their wealth, protect their families and businesses, save tax, and achieve their goals. I have a passion for helping people reach their goals and aspirations. I would be delighted to help you with yours. At Verum Financial we deal with all aspects of financial planning including: - investment planning - pension and retirement planning including SIPP and SSAS, drawdown, annuities, funding - pension transfers including Defined Benefit (final salary) transfer advice - life protection - business protection, shareholder protection, key person, loan cover , relevant life - estate planning, trusts - specialist investment EIS/VCT/BPR - through my connections I have links to mortgage brokers, general insurance solutions, and employee benefits