Lee began his career in financial services in 2009, working for leading firms in the wealth management sector. Lee joined Atomos in 2015 and has since established himself as a trusted Chartered Financial Planner, specialising in retirement planning, estate planning, and intergenerational wealth strategies.
With over 15 years of experience, Lee has worked extensively with private clients and their families, helping them navigate the complexities of financial planning and achieve their long-term goals. He is a Chartered member of the Personal Finance Society and holds the Advanced Diploma in Financial Planning.
Lee is known for his integrity and precision, offering clear, straightforward advice to help clients feel confident about their financial future. He works closely with advisers, trustees, and professionals to deliver holistic solutions, including the management of trusts and estates.
His expertise extends to working with multiple generations, ensuring families can safeguard and grow their wealth across the years.