0330 038 8940
Based in Watlington
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
Last checked: 27 April 2025
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
1
Recent Client Reviews
Lee has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 1 client review in the past 12 months; 100% 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: 24 January 2025
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.
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 not yet added their fees to their profile
Fees not yet added
Lee has not yet added their fees to their profile
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 status: Certified by Firm
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
Last checked: 27 April 2025
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
1
Recent Client Reviews
Lee has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 1 client review in the past 12 months; 100% 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: 24 January 2025
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.
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 not yet added their fees to their profile
Fees not yet added
Lee has not yet added their fees to their profile
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 aim is to provide completely independent financial advice in a way that is simple, clear, and logical. I take time to get to know my clients, their families, their aspirations, their dreams, their goals and how they want their financial future to look before we start talking about advice. Quite simply, until I get to know my clients, I cannot possibly know what the right advice is for them. I understand that helping my clients understand themselves and their goals is the backbone of a logical financial plan. I want my clients to make the most of what they have so they can do the things they want to do; this could be anything from: • Understanding their current finances • Improving their finances • Leading a move financially secure life • Understanding their retirement options, and helping them to retire when they want to • Leaving a lasting legacy for their family • Planning for later life • Helping their family with a solid foundation to their own financial wellbeing At Logic Financial Services Ltd, our aim is to provide independent financial advice in a way that clear and easy to understand. This means I will take the time to get to know my clients, explain things in plain English and avoid using financial jargon. Some firms charge for the first meeting. We don’t. It’s free. I’m happy to meet with you at our own expense. We do this because the last thing you should be worrying about is how much the meeting may be costing you.
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
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