0330 038 8939
Based in Canterbury
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 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
Lee has received 73 client reviews in the past 12 months; 99% of these have been verified
Verified reviews: 99%
Lee has received 73 client reviews in the past 12 months; 99% of these have been verified
Independent Financial Adviser
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.
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
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 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
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 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
Lee has received 73 client reviews in the past 12 months; 99% of these have been verified
Verified reviews: 99%
Lee has received 73 client reviews in the past 12 months; 99% of these have been verified
Independent Financial Adviser
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.
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
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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