Holly Mckay
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    • Home • Advice • Advisers
    Person

    Lee Wells

    Managing Partner - Financial Planner

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    London

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    About me

    When I got my first job in the 90’s, my father said ‘you should go to see my financial adviser’ (I didn't even know he had one!). I dutifully went to see him and was converted by the common sense advice I was given on saving and investing for my future. I liked it so much I joined the company so I could help other people learn how to invest. I now run a company that's passionate about providing value for money advice on a whole range of areas.

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    My details

    I like helping people on:

    My qualifications:

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    Diploma in Financial Planning

    My charging model:

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    Fixed £ fee

    Have a look at my responses to readers' questions

    What people say

    Reader feedback

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    24 July 2023

    Thanks Lee, good advice for us. Our plan is a JISA stocks and shares as we're looking at a long term investment.

    Nigel

    Reader feedback

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    24 July 2023

    straight answer. Perfect.

    mark

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.