Andrew Lee

Andrew Lee

Andrew Lee

Chartered Financial Planner

Professionally


Since joining the team in 2014 as a Trainee Administrator having graduated from the University of Manchester with a degree in Business Studies, Andrew has continued to excel in his career achieving his Diploma in Financial Planning in 2016, followed by the Advanced Diploma and Chartered Status in April 2022. Andrew is our first homegrown adviser, highly conscientious and prides himself on providing a personalised and trustworthy service when building client relationships. Andrew interacts with clients regarding the implementation of their short and long-term financial planning objectives. This includes product/solution research and technical analysis on a wide range of financial solutions.

Outside of work, Andrew enjoys spending time with his family, competing in badminton and tennis and is an avid golfer with a handicap of 6.  He has an increasing interest in horticulture and loves walking in the the Lake District and Yorkshire Dales.

Likes

Dislikes