Lee Grimshaw

Lee Grimshaw

Fidelius Ltd

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Gloucester
View location

Top Rated 2025
Verified since: December, 2023

4.6 out of 5

52 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

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

  • 24

    Recent Client Reviews

    Verified reviews: 100%

    Lee has received 24 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 November 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.

  • 8

    Qualifications Uploaded

    8 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

    Fees not yet added

    Lee has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

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

  • 24

    Recent Client Reviews

    Verified reviews: 100%

    Lee has received 24 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 November 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.

  • 8

    Qualifications Uploaded

    8 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

    Fees not yet added

    Lee has not yet added their fees to their profile

Lee Grimshaw is a Chartered Financial Planner, combining over 16 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and small businesses throughout the UK. Lee joined deVere United Kingdom in July 2012, which later became part of Fidelius in May 2021. Having previously worked for a UK centric company for 7 years, his time at deVere United Kingdom has largely been spent helping clients who have spent time overseas. This has provided Lee with an insight into the types of challenges those individuals face when returning to, or moving to the UK, for the first time. Lee helps his clients navigate their way through the financial challenges they face by focusing on the fundamentals. Striving to make their money work harder for them whilst protecting themselves and family from the unforeseen. Lee is based in Cheltenham, where he lives with his family. In his spare time Lee regularly visits the gym, enjoys his football and travelling when able.

£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).

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