Advisers

Lee Jordan Cert PFS CII (MP)

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.

Support Staff

Suzanna Hornsby (Administration Manager)

Suzanna Hornsby has worked within a large financial coporate enviroment for some years. She has brought up a young family who are now in full time educaton but wants a role that works within her family commitments. She has now taken on the challange to work within the IFA market. She is an approachable and helpful individual.