Lee Mitchell
Lee has been an Independent Financial Adviser for over 20 years and is an FSA approved Pension Transfer Specialist.
Responsible for research and technical support. Lee also advises Corporate and High Net Worth clients about all types of financial planning.
In September 2009, Lee completed his QCF Level 4 Diploma for Financial Advisers Qualification and in 2011 passed his
BA (Hons) Financial Services Management (Financial Planning) with distinction.
Lee is also qualified to provide advice on equity release.