Lee is Warners’ dedicated compliance supervisor, responsible for case management, maintaining compliance with FCA guidelines, and also undertakes paraplanning activities.
I’ve been in financial services for more than 30 years, working at Royal London for over 10 years and joining Warners in 2001 as a paraplanner. I was a financial advisor 10 years before moving into compliance in 2011, and recently took on paraplanning duties to assist our expert advisors.
I’ve been married for 17 years and have two daughters. I’m also an avid fan of Everton Football Club and enjoy all forms of motorsport.