Meet Lee
Lee brings the best of both - a local and a larger perspective to his client’s. He grew up and still lives on the Fylde coast, and has tested his mettle at both small boutique firms and multinationals.
He uses all this experience to create highly individual financial plans for his clients, and specialises in advising business owners and those who have built up wealth they are now looking to enjoy.
Building a financial plan with a good adviser is one of the best investments you can make in your future.
Lee Anderson
Financial Planning Director
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
