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Gary Lee


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Gary is not only a Chartered Financial Planner but also a Fellow of the Personal Finance Society. Obtaining Fellowship is the highest academic status a UK Financial Adviser can obtain, which places Gary within a very small percentage of advisers operating in the UK.

He has over 25 years of experience in personal and corporate financial planning and is a passionate advocate of the benefits of seeking quality independent financial advice. He works closely with high net worth individuals in managing all aspects of their financial affairs. His clients are professionals, entrepreneurs, wealthy private individuals and businesses. The service he provides is highly personalised, proactive and tailored specifically to clients’ needs and objectives. This involves lifetime cash flow modelling, tax optimisation, retirement provision and estate planning.

Gary is also the Chief Investment Officer and heads the Investment Committee. The Committee meets regularly to select investments and shape portfolios to meet the needs of our clients.