Areas of expertise
Pensions, retirement planning, tax-efficient investments, inheritance tax (IHT), investment and protection; later life planning.
Lee is a consultant with the Personal Financial Planning team based in our Bristol office. Lee joined Smith & Williamson in 2007 and has over 15 years’ experience in the Financial Services industry. He primarily advises business owners, directors and executives in a wide range of areas, specialising in investment, pension and retirement planning. Lee is a fully qualified financial adviser and works closely with his clients, building long term relationships in order to help them achieve their financial goals.
Lee is a member of the Personal Finance Society and Chartered Insurance Institute and holds the DipPFS accreditation.