0330 038 8941
Based in Lichfield
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FCA Status: Pending
Checks for Lee and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Lee and/or the firm they work for (or are appointed representatives of) are currently pending
Recent Client Reviews
Lee has not received any client reviews in the past 12 months
Lee has not received any reviews in the last 12 months
Lee has not received any client reviews in the past 12 months
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 February 2025
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.
Qualifications Uploaded
Lee has not yet added their qualifications to their profile
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Lee has not yet added their qualifications to their profile
Transparent Fees
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Lee has not yet added their fees to their profile
17
Positive First Impressions
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 17 first impressions)
82% of users who are not yet clients had a positive first experience with Lee
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 17 first impressions)
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Lee and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Lee and/or the firm they work for (or are appointed representatives of) are currently pending
Recent Client Reviews
Lee has not received any client reviews in the past 12 months
Lee has not received any reviews in the last 12 months
Lee has not received any client reviews in the past 12 months
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 February 2025
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.
Qualifications Uploaded
Lee has not yet added their qualifications to their profile
Qualifications not yet added
Lee has not yet added their qualifications to their profile
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
17
Positive First Impressions
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 17 first impressions)
82% of users who are not yet clients had a positive first experience with Lee
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 17 first impressions)
For the past 18 years, I’ve had the pleasure of helping people plan and achieve their financial goals. During this time, I’ve become a trusted financial planner to a wide range of individuals and families. I specialise in helping people plan for retirement and increasingly advise clients looking to retire early. This involves creating simple but elegant retirement plans meaning clients can retire with confidence. Based in the heart of Lichfield, I help people achieve their dreams through tailored financial planning. I thrive on helping people accomplish their goals. Whether that’s early retirement or simply growing their wealth, I'm here to support you. With that in mind, I typically work with: - Those who are approaching retirement; and - Investors I understand the importance of the ‘right fit’ when it comes to the client/planner relationship. 100% of my clients believe I've helped them achieve their financial goals. If you have any questions or would like to set up an initial chat. Simply get in touch. I'll then be in touch to discuss your requirements.
Offers available through VouchedFor
Contact Lee through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lee's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.