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Lee has a wealth of experience in financial services spanning over 18 years. He has been immersed in Financial Services sector his entire working career, from life administration to a qualified and respected IFA today. Lee prefers to work on a holistic basis, assessing and advising on all a clients needs. In much the same way as your GP, Lee will call on professionals in areas such as tax planning and trusts to act as a consultant on his behalf if necessary. This approach ensures that his clients receive complete financial solutions relevant to their own circumstances.
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