Deana Lee
WEALTH PLANNER
Deana was invited to join Kingswood in 2023. With 21 years’ experience as a Financial Advisor, Deana has assisted both private and corporate clients in building wealth and security. Whether it be working with clients looking to maximise existing investments with the aim of providing capital growth or income, or enabling them to plan for a retirement.
Deana is often working alongside her clients accountants and legal advisors. In addition, Deana is proud to have advised clients on solutions which have brought about much needed financial security at times of their personal crisis, such as the loss of a loved one or through illness or divorce.
Deana's experience and ability allows her to both analyse and understand the most complex financial situations clients find themselves in, yet still empathise on a personal level. Her advice and solutions are presented as clear and unequivocal reports avoiding jargon and hyperbole. Deana’s client base has been built around personal recommendation and she enjoys ongoing, long-term relationships with clients and their families. Her portfolio ranges from professionals and business owners through to the smaller self-employed tradesmen and retirees.
Deana is a member of the Chartered Insurance Institute (CII), a Diploma Qualified Financial Advisor. Her personal interests range from yacht racing and cruising both in the North Sea, off the coast of Scotland and in foreign waters. Deana lives in the East Riding of Yorkshire with her daughter Annabelle and their 2 dogs.