Lee is an Associate of the Chartered Institute of Insurance (ACII), holds the Certificate in Financial Planning (Cert PFS) and has passed the G60 Pensions exam on his journey towards acheiving Diploma status. He is a member of the Personal Finance Society which is the UK’s professional body for financial advisers.
Lee has over 25 years experience in the financial services industry and for most of his career he has specialised in providing advice to Employers and their Employees on their Employee Benefits generally, but particularly company pensions.
He has in the past worked for Barclays Insurance Services and as the Life & Pensions Director of Shephard Herriot Ltd before becoming part of the Wingate Benefit Solutions team when Wingate acquired “Shephards” in 2008.
He provides advice on Employee Benefits to a wide variety of businesses, from those with 1 or 2 employees to those employing in excess of 1,000 staff.
Lee lives in Surrey with his wife and 3 children . His hobbies include the Theatre and playing and watching both Golf and Football.
Qualifications
- Associate of the Chartered Institute of Insurance
- Financial Planning Certificate
- G60 Pensions