Lee has been part of Fogwill & Jones since 2012, progressing into a qualified Paraplanner during this time. With a Diploma in Financial Services, he works closely with our advisers to support the delivery of well-researched, technically robust financial plans. His role includes detailed analysis, report writing and regular communication with clients , ensuring advice is both accurate and clearly explained.
Lee’s methodical approach and deep product knowledge make him a valued part of the planning process, helping ensure every recommendation is tailored and compliant.
