Lee Fincham

Lee Fincham

Scott & Associates Financial Planning

Minimum savings/pensions: Any amount

0330 038 8940
Based in West-Malling
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Verified since: July, 2022

5 out of 5

15 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    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

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Lee has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 February 2025

    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

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  • Transparent Fees

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    Lee has not yet added their fees to their profile

  • 3

    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 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    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

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Lee has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 February 2025

    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

    Qualifications not yet added

    Lee has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Lee has not yet added their fees to their profile

  • 3

    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 3 first impressions)

With over 9 years of working in the financial industry I relish the opportunity to use my knowledge to help individuals and businesses to achieve their goals. I enjoy working with people and firmly believe in going above and beyond to help each other. Financial decisions are often some of the hardest you’ll have to make. I pride myself in being able to assess a situation and provide you with advice, guidance and recommendations in order to make those decisions confidently. Often very few people have the time or the inclination, to organise their financial affairs most effectively. This is hardly surprising, since the financial world we live in is highly complex and ever changing. At one time or another, most of us will need to seek some help. Based in the South East of Kent, I provide wealth management advice to clients both within Kent and London, as well as throughout other areas of the South East of England. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 30/07/2024

£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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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

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