We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Our experts work to invest your assets in the right way to help you achieve your financial goals.
Lee started his career in financial services twenty-five years ago and has for the last ten years been an Investment Director at Odey Wealth Management. During his time at Odey Wealth Management, he advised high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning. Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures.
Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
He is married to Sarah and has two children. Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
