Lee White

Senior Adviser
Lee's qualifications Lee's entry on the FCA register Lee's Statement of Professional Standing
Reviews and Ratings for Financial adviser Lee White, Sheffield
01226 447755
lee@waterbridgewealth.com
Lee's qualifications Lee's entry on the FCA register Lee's Statement of Professional Standing
Reviews and Ratings for Financial adviser Lee White, Sheffield

Qualifications

  • DipPFS (Diploma in Financial Planning)

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • FPC (Financial Planning Certificate)

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • CertCII (Life and Pensions) Certificate in Financial Planning (Life & Pensions route)

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • AwPETR (Award in Pension Transfers)

    This single module qualification attains the required knowledge and practical skills to excel when guiding clients.

  • J05 (Pension Income Options)

    At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • CF9 (Pensions Simplification)

    This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime, which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

  • FP1 (Financial Services and their Regulation)

    Assesses an understanding of the financial services industry, including regulation and legislation.

  • FP2 (Protection, Savings and Investment)

    Assesses an understanding of protection, savings and investment products.

  • FP3 (Identifying and Satisfying Client Needs)

    Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.

Chartered Member of London Institute of Banking and Finance

Chartered status is a mark of professional excellence. It reassures clients that Greig can provide expert service.

When Lee's at work

Lee brings 28 years of experience in the financial services profession. A member of the Chartered Insurance Institute and the Personal Finance Society, Lee has completed specialist qualifications in pensions, taxation, trusts, and managing investments.

Lee specialises in advising high-net-worth individuals, and retail and corporate clients.

What Lee gets up to in his spare time

Lee is a devoted father to his two daughters, Beth and Lydia. A passionate Liverpool FC supporter, he also has a love for adventure and travel.

Music plays a big role in Lee’s life – he’s a guitarist and singer in a local rock band, enjoys writing and recording his own songs, and occasionally tries his hand at bass and drums.

We put Lee on the spot

What is your proudest accomplishment?

Graduating from university and obtaining a degree.

If you could have dinner with any historical figure, who would it be?

Queen Elizabeth I.

What fictional world would you love to visit?

Rivendell.

What hobby have you always wanted to pick up?

Learning how to proficiently play the piano.

You’re in good company

Working with clients and transforming their lives is our favourite part of this job. Rather than talking about what we do, we’ll let our clients share their stories and feedback.

Brian and Karen

Leonie and Steve

Lloyd and Donne

Rob and Anne

Russ and Fiona
99%

99%

of clients would recommend us to family, friends or work associates

96%

96%

believe working with us has helped or will help them to achieve their financial objectives

100%

100%

were satisfied that we understood their needs, aspirations and objectives

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

    Waterbridge Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number: 734536. Registered in England and Wales. Company number: 09883876 Registered address: 13 Market Street, Penistone, Sheffield, England, S36 6BZ.

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