Lee has over 30 years experience in the Financial Services Industry. He joined Williams Financial Planning Ltd in January 2005. Lee has considerable expertise in many areas of financial planning including inheritance tax planning, trust and tax planning and international investments. Lee is a qualified Chartered Financial Planner, the highest of the Chartered Insurance Institute’s financial planning qualifications, and a qualified Pension Transfer Specialist. He also graduated with BA Hons from the University of Wales.
Lee lives in Dodleston with his wife and children. In his leisure time, Lee is a keen sports fan, a lifelong supporter of Aston Villa and is still trying to master playing the guitar.