Qualifications
About Lee
Lee is a Senior Paraplanner here at Robertson Baxter, with extensive experience in financial services throughout his career, including 11 years in Wealth Planning. He works closely with our advisers, helping formulate bespoke plans for our clients.
Most of his spare time is spent with his family and listening to music whenever he gets the chance. Lee also has a love of being outdoors, whether it’s cycling or running.
What others say about Robertson Baxter
In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .
88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.
96% of clients would recommend us to their family and friends
Lee in the spotlight
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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