0330 038 8938
Based in Gloucester
View locationChecks 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 Authority
Last checked: 28 December 2025
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Lee has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 December 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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 not yet added their fees to their profile
Fees not yet added
Lee has not yet added their fees to their profile
Lee Grimshaw is a Chartered Financial Planner, combining over 19 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and small businesses throughout the UK. Lee joined deVere United Kingdom in July 2012, which later became part of Fidelius in May 2021. Having previously worked for a UK centric company for 7 years, his time at deVere United Kingdom has largely been spent helping clients who have spent time overseas. This has provided Lee with an insight into the types of challenges those individuals face when returning to, or moving to the UK, for the first time. Lee helps his clients navigate their way through the financial challenges they face by focusing on the fundamentals. Striving to make their money work harder for them whilst protecting themselves and family from the unforeseen. Lee is based in Cheltenham, where he lives with his family. In his spare time Lee regularly visits the gym, enjoys his football and travelling when able.