0330 038 8941
Based in Durham
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: June, 2020
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: 04 March 2025
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Lee has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Lee has not yet added their qualifications to their profile
Qualifications not yet added
Lee has not yet added their qualifications to their profile
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 3 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 3 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: 04 March 2025
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Lee has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Lee has not yet added their qualifications to their profile
Qualifications not yet added
Lee has not yet added their qualifications to their profile
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 3 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 3 first impressions)
My approach is based on developing trusting, long lasting relationships with my clients and support them through whatever life throws their way. Being a Newcastle Financial Adviser means that I can provide support to you as well as giving you access to our dedicated support team and a wide range of products. Newcastle Financial Advisers is part of the Newcastle Building Society, where I have worked for over 10 years. Being part of the Building Society means that I’m part of a purpose led organization where we’re driven by ‘connecting our communities with a better financial future’. For you, this means I’m here to help you no matter how much you have saved or how much you want to invest. Whether you’re looking to build on existing plans or are new to Financial Advice, I’m here to help. Approved by The Openwork Partnership on 14/01/2025. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
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
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Approved by The Openwork Partnership on 14/01/2025.