Nicholas Lee – Rugby

Wealth Planner

Beginning in the heady days of Mrs Thatcher’s Britain Nicholas found he loved helping people to make sensible financial decisions.  He instinctively understood that our behaviour around money can often be irrational and downright emotional. Nowadays the tools we have at our disposal enable us to help our clients to better understand their true financial position and what they need to do to achieve their goals and aspirations.

One thing has remained constant for Nicholas over nearly forty years: the pleasure in gently guiding people through the financial maze and helping them to find peace of mind around money.

01788 537757 / 07387261878

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