Lee Giles

Lee Giles

Verum Financial LLP

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Canterbury
View location

Top Rated 2025
Verified since: August, 2019

4.9 out of 5

359 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

    Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 73

    Recent Client Reviews

    Verified reviews: 99%

    Lee has received 73 client reviews in the past 12 months; 99% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 September 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Lee has provided information on their typical fees

    Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Lee

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

    Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 73

    Recent Client Reviews

    Verified reviews: 99%

    Lee has received 73 client reviews in the past 12 months; 99% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 September 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Lee has provided information on their typical fees

    Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Lee

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)

I have been advising private clients, business owners and corporate entities for 20 years. Over that time I have helped clients build their wealth, protect their families and businesses, save tax, and achieve their goals. I have a passion for helping people reach their goals and aspirations. I would be delighted to help you with yours. At Verum Financial we deal with all aspects of financial planning including: - investment planning - pension and retirement planning including SIPP and SSAS, drawdown, annuities, funding - pension transfers including Defined Benefit (final salary) transfer advice - life protection - business protection, shareholder protection, key person, loan cover , relevant life - estate planning, trusts - specialist investment EIS/VCT/BPR - through my connections I have links to mortgage brokers, general insurance solutions, and employee benefits

Offers available through VouchedFor

Contact Lee through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Lee's clients

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