Team Profiles

Find out more about our team. Check out their profiles.

After graduating with a BSc(Hons) from the University of Wales, Swansea Lee joined the Royal Navy as a Sub-Lieutenant and qualified as an Air Traffic Control Officer.

On leaving the Royal Navy, Lee wished to utilise his finance based degree and embarked on his financial services career initially in mortgage and protection before moving on to more holistic financial planning.

Lee enjoys providing professional advice and client care to individuals, families, Trustees and business owners through a combination of quality service and bespoke advice. He believes passionately that good financial planning is the key to the creation, management and preservation of personal wealth.

Lee holds the Chartered Insurance Institute Diploma in Financial Advice (DipPFS), is an associate member of the Chartered Institute For Securities and Investment (ASCI) and holds the Cyprus Ministry of Finance, Advanced Examination certificate. Lee has owned property in Cyprus since 2003 and moved to Cyprus in 2010.

Married with young twins. In his spare time Lee enjoys running and is an active member of Paphos Running Club, he also enjoys hockey and golf.