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SG Wealth Management is pleased to announce the appointment of experienced financial planner Lee Barrett DipPFS to its growing team. Lee’s arrival marks another step forward in our commitment to providing expert financial planning and wealth management services, reinforcing our position as one of the leading advisory firms in the region.
With an impressive 19-year career in financial services, Lee brings a wealth of knowledge and expertise to SG Wealth Management. Having previously worked at another large financial services firm, he has a deep understanding of the industry and a client-focused approach that aligns perfectly with our values.
Lee takes a detailed and personalised approach to financial planning, focusing on understanding his clients’ unique objectives, needs, and aspirations. He believes in building long-standing relationships, offering clear, tailored advice that helps clients make informed financial decisions at every stage of life.
“I believe financial planning should be personal, straightforward, and accessible,” says Lee. “People don’t just want advice on numbers—they want confidence in their financial future. My aim is to simplify complex financial matters and provide solutions that truly make a difference in clients’ lives.”
Lee’s expertise spans a broad range of financial services, including pension and investment planning, tax efficiency, inheritance tax solutions, protection, and business/corporate financial strategies. His specialism in retirement planning stands out, as he uses cashflow projections to help clients visualise and plan for their future. Avoiding unnecessary jargon, he ensures that financial advice is both easy to understand and actionable.
Henry Gaskin, Managing Director of SG Wealth Management, expressed his enthusiasm for Lee’s appointment:
"We are delighted to welcome Lee to the team. His extensive experience, client-first approach, and dedication to making financial planning accessible align perfectly with our ethos. As we continue to expand, we remain focused on attracting top-tier talent who can deliver exceptional service to our clients.”
Beyond his professional role, Lee enjoys an active lifestyle filled with sports, social activities, and spending quality time with his young family. A keen cook and self-proclaimed DIY enthusiast, he brings the same level of dedication and enthusiasm to his personal interests as he does to his financial planning career.
Lee’s appointment reflects SG Wealth Management’s ongoing growth and commitment to providing high-quality financial planning services. His addition to the team strengthens our ability to support clients in navigating their financial journeys with confidence and clarity.
Looking for personalised support with financial planning for your future?
For more information about SG Wealth Management and how we can help you achieve your financial goals, please get in touch with one of our expert advisers.
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