Hi, I’m Lee, an independent financial adviser based in East Sussex. Before moving into finance, I spent over 20 years in commercial refrigeration as an engineer and business owner. Like many people, I wasn’t always sure what to do with my money or who to trust for advice.
The guidance I received gave me clarity and confidence, inspiring me to retrain and help others do the same.
Today, I provide clear, straightforward financial advice to individuals and businesses across the UK. I review existing arrangements, research suitable options and highlight opportunities to grow and protect your wealth. I can also provide ongoing advice to help keep your plans on track.
I listen first, take time to understand your situation and explain your options without unnecessary jargon. Whether you’re planning for retirement, reviewing your finances or protecting what matters most, my aim is to help you move forward with confidence.