Elliot Lee DipPFS has over 10 years’ experience in the financial services industry.

He began his career as a financial administrator, spending the majority of his time in client meetings, supporting advisers in all aspects of wealth planning, and developing valuable skills in building personal and lasting relationships before completing his diploma and continuing to grow his knowledge.

He is dedicated to helping clients navigate the complexities of personal and business finance. Specialising in investment strategies, retirement planning, and holistic wealth management. He has experience in delivering tailored financial solutions that align with each client's unique goals.

He is also committed to ongoing education with an aim to obtaining chartered status in the next couple of years.

Outside of work he enjoys a busy family life with his wife and 2 daughters, and when that is too hectic, I put on my rugby boots and play for the local team.