Lee Barrett

Lee is an experienced financial planner having worked in the industry for 19 years. He is a fantastic recent addition to the SG team, following years of experience working with another large local financial services firm.

Lee takes a detailed approach to understanding his customer's objectives, goals and needs. He builds long-standing relationships with clients with a personalised touch, as after all, it’s both the big and little things in life which matter to people.

His time in the sector has covered many aspects of financial services, demonstrating strengths in pension and investment planning, tax-efficiency, IHT solutions, protection, and business/corporate solutions, to name a few. Retirement planning and options is a particular specialism, using cashflow projections to bring the process alive. Lee prefers to avoid ‘technical jargon’ where possible by simplifying terminologies and communicating in a manner that the clients will understand and appreciate.

Lee is a member of the PFS and holds the Level 4 Diploma in Regulated Financial Planning. He hopes to achieve Chartered Status in the future, as he believes that knowledge is power!

Outside of work, he enjoys all things sports and social, is a self-proclaimed DIYer, keen cook, and enjoys keeping his young family busy!