Lee has worked within financial services for over 20 years. Prior to his position as Managing Partner of Eccles Greenwood Financial Planning LLP, he had a very successful career with the Skipton Building Society Group as a Financial Planning Manager. During this time gaining a wealth of experience in both technical and advisory areas of Financial Planning, both of which enable him to understand the needs of our clients as well an ability to articulate complex information in a clear and concise manner.
Lee is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his continued professional development, combined with the achievement of Diploma status in financial planning awarded by the Chartered Institute of Insurance. This, along with the pride and dedication that he places on developing solid personal relationships with his clients, ensures that he is able offer a professional service.
In his free time Lee is a sports enthusiast and enjoys all sports, particularly Football, Rugby, and Golf.
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.