Lee Thompson

Lee Thompson FPFS

WEALTH PLANNER

Lee has worked in financial services since 1997 after graduating from The University of Sheffield with a degree in Accounting and Financial Management.

Lee has been advising for over 12 years and is a Chartered Financial Planner and a Fellow of the Personal Finance Society, having completed the requisite amount of exams and practical experience.

Lee is a holistic adviser but specialises in Pension and Investment advice having obtained advanced qualifications in these areas. In addition to regular retirement and investment vehicles Lee also advises on more complex matters such as Occupational Pension advice, Flexible Retirement Options and Inheritance Tax planning.

In his spare time Lee enjoys golf and running and has used the latter to raise funds for local charities such as Sheffield Children's hospital.

  • lee.thompson@kingswood-group.com