Lee started his career in Financial Services sixteen years ago when he joined a large, local insurance company. He then proceeded to work for Lloyds Banking Group and had a successful career there for ten years, working in various roles including Personal Banking Manager, Branch Manager, Financial Consultant and Business Sales Manager.
In 2016, Lee joined Ring Associates as a Mortgage Adviser and has recently made the move to Trainee Independent Financial Adviser. He mainly sees clients who are either existing members of our Workplace Pension Schemes or who are looking to join, ensuring they are fully aware of the pension regulations and most importantly helping them plan for retirement. He is also working towards a Diploma in Regulated Financial Planning so is currently spending part of his time in the office shadowing the other advisers.
Lee is married to Claire and they live in the centre of King’s Lynn. He is a huge football fan and, for his sins, supports Arsenal! He also enjoys cricket, running and the occasional game of squash. When not involved with sport, he enjoys socialising with friends, meals out and sampling gin!