With more than a decade of experience in financial services, Lee supports clients who are seeking long-term financial security and genuine peace of mind.

Before joining St. James's Place, Lee began his career in professional sport (golf) before moving into executive headhunting, working with senior finance professionals across London. This diverse background now shapes his holistic, people-focused approach to financial planning, helping clients gain clarity and confidence across every aspect of their financial lives.

Since joining St. James's Place in 2018, Lee has built a strong reputation for developing lasting relationships founded on trust, transparency, and straightforward advice. His experience working closely with legal professionals, finance executives, and entrepreneurs gives him valuable insight into the sophisticated financial challenges faced by busy professionals and business owners.

Acting as a trusted Adviser through every stage of life, Lee’s mission is simple: give client's confidence that their financial future is in safe hands.

Outside the office, Lee enjoys playing golf with friends and clients, and spending quality time with his wife and three children. He’ll also admit that he was once an avid Manchester United supporter… though perhaps a little less so these days.