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The reason for financial planning is to take control of your destiny, first and foremost. Gather all the relevant information, decide what you want to achieve - and make it happen! Ian Lees has spent over 30 years in financial services, from direct sales to broker consultant and latterly as an Independent Financial Adviser. He is here to help you. Ian is passionate about making your money work harder for you. He believes if it is not in writing it does not happen. The tools used are sensible, effective and efficient but require each individual to participate and to engage. It is this trust and engagement with all parties which takes your finances from mediocrity and propels them to success. Ian will help you focus on your planning and the process with which to make it happen and realise the lifestyle you want. Ian is a keen sportsman - skiing, football and squash - which helps keep his competitive edge, but his technical knowledge, skill and awareness of the market for financial services means Ian can help his clients be ahead of the game too.
Résumé
The reason for financial planning is to take control of your destiny, first and foremost. Gather all the relevant information, decide what you want to achieve - and make it happen! Ian Lees will help you focus on your planning and the process with which to make it happen and realise the lifestyle you want.
