Lee White
BA(Hons), DipPFS, AwPETR, MANI
Independent Financial Adviser
Lee’s Financial Services career started in 1997 with Co-Operative Insurance Society, where he passed the benchmark Financial Planning Certificate qualifications. He put in the hard yards, working for 6 years for HSBC as a Personal Financial Planning Manager and Corporate Financial Planning Manager to the bank’s business and premier clients. Then in 2006, Lee joined Aviva as a Business Development Manager, helping Advice Practices in Yorkshire and Nottinghamshire develop their propositions and restructure their businesses in the lead-up to the Financial Conduct Authority’s Retail Distribution Review.
Lee returned to personal financial advice on a self-employed basis in 2012, working closely with clients on their needs, objectives, and future retirement and investment plans. He holds the Pension Transfer, Managing Investment and Taxation and Trust level 6 Qualifications with the London Institute of Banking and Finance.
Lee firmly believes that honesty, trust, and integrity are the most crucial elements in any adviser/client relationship.
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