Michael Lee
With over 20 years’ experience in the world of financial services I’ll be delighted to help you with all areas of your financial planning, including investments, pensions and protection.
I qualified as a financial adviser in 2000, and have since worked with large organisations such as Aviva and NatWest, providing bespoke advice and support to suit every clients individual needs, and helping them determine and achieve their financial goals.
I’m currently working towards the Chartered Insurance Institute’s Advanced Diploma in Financial Planning and find this additional knowledge really helps with the most important, and enjoyable aspect of my role, which is to make you feel at ease, while I explain often complex areas of financial planning in clear and simple terms, avoiding all the usual industry related jargon.
Outside the office I enjoy spending time with my family and have one young son. I’m a keen walker, especially around the North Norfolk coast, and play squash as often as I can.
Qualifications
-
Diploma in Financial Planning (DipPFS)
-
Award in Long Term Care Insurance
-
Certificate in Equity Release
-
Certificate in Pension Transfer Advice
-
Certificate in Mortgage Advice (CeMAP)
-
Certificate in Life and Pensions
