Lee Simons

Lee Simons

Senior Partner
Joined KWM

2018

Qualifications

Dip PFS

Since joining KWM at the end of 2018, Lee has developed into a Senior Partner at KWM and is a member of the Management Team.

Lee started to work in personal finance in 2016 and specialises in intergenerational wealth management and retirement planning. He adopts a holistic approach to financial advice, using visual cashflow planning to ensure his clients are fully up-to-speed with the reality of the plan. He builds his client-relationships to last, with trust, integrity, and a clear step-by-step method.

Lee’s outlook on his clients’ financial objectives is refreshing and uplifting. He takes immense pride in structuring financial plans alongside his clients and has a strong track record of delivering exceptional outcomes.

Originally from Manchester, Lee actively avoids talking about the recent trials and tribulations at Manchester United. Previously a professional golfer, Lee enjoys playing when he can, but much of his spare time is dedicated to his wife and three children.

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