Lee joined CamOuse Financial Management in September 2003, having previously worked for two local Independent Financial Advisers over the last seven years.
Although predominantly involved in the mortgage and protection assurance market, Lee is a general practitioner, able to advise on a number of aspects including Pensions, Wealth Management and Investments.
After having two young children of his own, Lee realises the important of sound financial planning for the whole family – for example: funding for education, first time buyers and maximising income in retirement.
Lee has a number of professional connections in the area including accountants, solicitors and corporate specialists.
Lee has achieved the following qualifications: Diploma in Financial Services comprising of FPC 1,2,3, EROI, JO1, CeMap, RO1,2 & 4