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
On an ideal weekend, you can find me
Cycling or running somewhere in the Yorkshire countryside, followed by a nice pub lunch with the family. Or just at home relaxing to some music.
My favourite holiday destination is
My favourite song to play in the car is
David Bowie – Heroes
The first album I bought was
Arena, by Duran Duran
If I could be any fictional character, I would be
If I could turn any activity into an Olympic sport, I would win a medal in
Keeping things tidy
When the dessert menu arrives, I’m looking for
The three qualities that draw me to new people are
Humour, Genuineness, Politeness
My pet peeve is
Littering and fly-tipping
The best gift I’ve ever received is
A DAB Radio bought for me about 10 years ago as a Christmas present.
The three people at my dream dinner party would be
Stephen Fry, David Bowie, Brian Cox
The three small things that make my day better are
Sunshine, exercise, fun and laughter at home
Three things I haven’t done so far include
Go bikepacking, get decent on the guitar, get chartered