Lee Quemard

Contact Lee

Direct: +44 (0) 1534 761522
Switchboard: +44 (0) 1534 761500

Experience & Career

Lee holds the Advanced Financial Planning Certificate from The Chartered Insurance Institute, with his specialist subjects being investments, pensions, trust and tax, long-term care, and holistic planning. Lee has 24 years' experience in private banking, employee benefits and wealth management. Lee spent 16 years working with trustees and their underlying clients, including private clients, identifying banking solutions as well as best-fit investment strategies and identifying top-performing investment managers.

Lee’s previous experience includes working for Abacus (which was subsequently acquired by RBC), Ashburton and Lloyds TSB. Lee is a member of The Personal Finance Society, the financial services arm of The Chartered Insurance Institute.

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Investment Reporting

Wealth Consultancy