As an ex-professional investor (I was CIO of a large hedge fund organisation for 20 years), I was fairly well versed / read on financial issues, but what I had missed was the importance of planning and structuring your affairs.
Only once you have the objectives defined, the structures and instruments in place, does the investment choice really come into play.
My objectives over time have changed considerably from asset growth in my case to a lot of planning for inheritance tax mitigation as we have a young family.
As I say, only when the structures are in place, does the actual investment choice become relevant and it is often the last piece of the jigsaw to put in place.
Lee has consistently displayed a wide and deep knowledge of financial planning. He has not only undertaken the simple issues of pensions, ISAs, etc, but has also displayed significant skill in the creation of long term trust* structures for my family which offer us maximum flexibility for the future.
Lee is an excellent communicator of often technical issues, how they may impact us and what we could do, and displays significant patience! He has also been a keen listener, which I think is key when working with someone when often the issues are “soft". This has been especially important for our planning when ensuring we have established structures which suit everyone’s needs and concerns.
I would recommend Lee to anyone seeking financial advice, however it has been my experience to suggest he would excel for others, as he has for us, if you are looking for a long term professional relationship with someone dedicated to and capable of serving all aspects of your and your family’s financial planning needs.”