Andy Lee

Andy Lee Cert PFS

Marketing Director

Andy has over 30 years experience in the UK and offshore marketplace. He is based in the UK and his experience has been gained from working for 3 major banks, an International Insurance Company, and 2 tax and trust planning advisory businesses.

He has worked alongside many substantial businesses including a Swiss Bank, UK and International Investment Houses and Insurance Companies, advising clients on tax strategies, and assessing the constant changes present in the UK and International tax planning environment.

He is a sought after speaker, working with organisations including the Law Society, Personal Finance Society, various IFA Networks, Fund Managers and Residential Landlord associations. He also works closely with Accountants, Solicitors and Financial Advisors.

Andy’s extensive experience gives him a broad ranging insight into a client’s planning requirements, taking into consideration the constantly changing market place both at home and abroad.

Andy is married with three grown up children, is a keen Manchester United fan and stays active by following and participating in a number of sports.