Lee joined Lync Wealth Management in July 2024 and brings 34 years’ experience in financial services, having worked across a range of large high street banks and national insurance firms.
He has built strong, long-term relationships with his clients and aims to help them create a strategic financial plan that provides clear insight into the actions needed to achieve their financial goals. He does this by working closely with each client to provide a trusted personal service.
Lee has close ties to his local community and church, through which he has developed many lasting client relationships founded on trust and mutual respect.
Outside of work, Lee enjoys playing golf, reading, and spending quality time with his grandson.