Lee Waters

Hi, I’m Lee. I am the Chief Executive of Barwells Wealth and an independent financial adviser, and I have worked in the financial services profession for more than 20 years. I studied Law at the University of Hertfordshire, and I hold several professional qualifications with the London Institute of Banking and Finance and the Chartered Insurance Institute, including the specialist Equity Release and care fees planning qualification. I am also a member of the Society of Later Life Advisers, illustrating my expertise in providing financial advice to those in later life through my adherence to a strict code of practice. My areas of expertise include pensions, investments, later-life care, equity release and Inheritance Tax mitigation. Away from the office, I am married with two children. I am the vice chair of the governing body for a local high school and captain of the local cricket team, where I serve on the committee. Given the time, I like to run and cycle, and I enjoy going to events and concerts with my family. What is Barwells? Barwells Wealth is based in Glynde, East Sussex, and we have been providing bespoke financial advice to our clients since 1998. We believe that great financial advice is at the core of building a more certain financial future for our clients. Our team of highly qualified financial advisers will work with you to deliver a tailored solution for your needs, providing you with the comfort, clarity and peace of mind that comes with knowing your financial future is secure. The advice we provide is completely impartial, and we are renowned for offering excellent independent financial advice in a professional, friendly manner. Our advisers are members of the Personal Finance Society and, as such, must comply with a strict code of ethics and professional conduct. We are committed to providing the highest standards of financial advice and maintaining a long-term relationship with our clients. To this end, we are fully independent and are not restricted to providing advice on a limited number of products or services. We provide a choice of fee arrangements aligned with your requirements and circumstances, and we also offer a free initial consultation to give you the opportunity to decide if our service fits your needs. Get in touch today and learn how our friendly experts can help you.