“It is great to make the complex seem simple for clients. We are financial educators and the more clients understand the more they are inclined to take positive steps.”
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Lee joined RBC Brewin Dolphin in 2015 and since 2017 has headed up the Gatwick and Tunbridge Wells offices. As part of this he manages the team and sets out the local growth strategy.
He is also a Chartered Financial Planner specialising in advising ultra- and high-net-worth clients on a variety of complex planning needs, including portfolio construction, pension transfer, estate planning, long-term care and later life planning. In addition, he also holds the role of Regional Financial Planning Manager, supervising and guiding financial planners across the region.
Lee has over 20 years of experience in the wealth management profession and has held a Fellowship of the Personal Finance Society since 2006. Lee has a MSc in Financial Planning and Business Management. He is also an individual Chartered Member of the Chartered Institute for Securities & Investment and is a regular media spokesperson for the Group, including giving regular commentary for various media outlets.