0330 038 8940
Based in Wolverhampton
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2022
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 Authority
Last checked: 20 January 2026
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Lee has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 10 client reviews in the past 12 months; 100% 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: 21 August 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.
4
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 below
Lee 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
I have been a financial adviser since 2004 and worked in the industry for over 20 years I provide a financial planning service tailored to my clients needs that helps them understand where they are financially and believe great financial advice is at the core of building a more certain financial future. This tailored financial advice can provide you with peace of mind that your financial future is more secure as a result of working with me as I will take an expert look at your finances to see where real benefits can be made. I enjoy listening and connecting with my clients to find out what really matters, then helping with various different types of financial planning required at their various life stages. This can be from ensuring adequate protection for the family, investment of capital, planning for retirement and helping with the transition when no longer working and needing to use investments for income or passing wealth to family members. In my spare time I really enjoy going to the gym, playing/coaching and watching my children play football, eating out in the many fantastic restaurants and spending time with my family and friends.