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Lee Wells

Managing Partner - Financial Planner


About me

When I got my first job in the 90’s my father said ‘you should go to see my financial adviser’ (he didn’t’ 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 passionate about providing value for money advice on a whole range of areas.

My details

I like helping people on:

My qualifications:


Diploma in Financial Planning

My charging model:


Fixed £ fee