Lee Cleaves

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

My background

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
Contact Lee