Simon Lees

My name is Simon Lees and I specialise in helping business owners and recruitment professionals take control of their financial future. Many of my clients have spent years working hard to build successful careers and businesses but often haven't had the time to create a clear financial strategy. That's where I help. Through financial planning, cashflow modelling and ongoing coaching, I help clients answer important questions such as: When can I afford to retire? Am I saving enough? How can I reduce financial stress? What does financial independence look like for me? How can I make better decisions with my money? I believe financial planning should provide clarity, confidence and peace of mind. My goal is to help every client understand their options, make better financial decisions and focus on enjoying life rather than worrying about money. As an independent adviser, my recommendations are always based on what is right for my clients, not restricted products or providers.