Lee Stunell

I provide effective independent financial planning solutions to individuals and business owners. I try to minimise jargon and keep the process as simple as possible. I am personable, friendly and not likely to turn up to a meeting in a three-piece suit! My past experience as a business owner and skilled tradesman helps me work well with those looking for a 'down to earth' experience from an advisor that has experienced the financial high and lows of owning a business and understands your needs. I am supported by a team of full-time paraplanners and compliance experts which ensures my advice is not only right for each individual client but dealt with in quick time. My role is to understand my clients goals, wants and needs and then collaborate with team to implement solutions. I focus on all aspects of wealth management including: • Investments - review of existing and new contributions • Pensions - review of existing schemes and new contributions • Inheritance tax & estate planning • Mortgage advice & lending • Financial insurance – Life, Critical illness, Income protection, Business protection Supporting my advice and providing regulatory support is New Leaf Distribution. My clients include: • Business owners/entrepreneurs; • Corporate executives; • Individuals looking to build their pension pots and those planning for retirement; and, • Families with complex estates. I am passionate about consistently improving my industry knowledge and am currently studying to achieve my chartered certificates. Outside of work I enjoy playing tennis at my local club where I am part of the men's team playing competitive matches across East Sussex. I also love watching motorcycle racing and you will often find me glued to the TV of a weekend watching Moto GP or at Brands Hatch. If you would like an informal chat with no obligation, please feel free to connect with me. The value of your investment can go down as well as up. You could get back less than you invested.