Lee Simons

Lee Simons

Senior Partner
Joined KWM

2018

Qualifications

CII Diploma in Regulated Financial Planning, CII Advanced Diploma Pension Transfers, CII Advanced Diploma Retirement Income Planning, LIBF CeMap and CeRER, 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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