Lee Cleaves

A brief introduction

I am a Chartered Financial Planner with over 15 years Financial Planning Services experience.


I act for a wide range of personal, corporate and trustee clients specialising in retirement and investment planning.

I believe that life is not a rehearsal, and financial planning is an ongoing process to help you make sensible decisions about money that help you achieve your goals in life.



Personal & Corporate retirement strategies
Personal, Corporate and Trustee investment strategies
Inheritance Tax and Estate planning
Personal & Business protection planning
Wealth management

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