"Avid sports fan, technology enthusiast, client service expert"
Professionally
Lee graduated from Liverpool John Moore’s University with an MSc in Financial Management with Distinction. Lee has recently completed certificate in Discretionary Management with the CII and is currently studying a Diploma in Financial planning with CII and Investment Advice Diploma with the CISI.
Lee supports our financial planners working alongside all clients to ensure their needs are met and they receive a good service, as well as internal reporting and analysis.
Personally
Lee is a supporter of Liverpool FC and an Ireland Rugby fan. He likes to spend his spare time going to live comedy and concerts. He’s also a big fan of technology and all things computers.
Featured case study
International client living in the UK
Vall's clients, Mark and Nicola are in their early 50s and have a son who is 26. Before retiring in 2001, Mark worked in retail sales in a diverse range of industries including tropical fish, golf and video gaming. Nicola was a nanny and a teaching assistant.
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