Lee started his career in financial services after completing his degree in Investment and Finance at Sheffield Hallam University having graduated with first-class honours.
He joins Progeny after three years’ experience in the industry, largely as a paraplanner, and more recently at a London-based Independent Financial Advisory firm where he supported financial planners in providing a high-level service to city entrepreneurs and the partners of some of London’s most well-respected law firms.
Lee has obtained the Diploma in Regulated Financial Services through the Chartered Insurance Institute and is working towards Chartered status with the aim of widening his area of expertise. He is also an associate member of the Chartered Institute for Securities and Investment having completed the Investment Advice Diploma.
Outside of work Lee enjoys keeping fit, finding new and interesting places to visit in the UK and following the ups and downs of Arsenal FC.