Michael Lee

Michael Lee

Senior Partner
Joined KWM

2017

Qualifications

BSc (Hons) Economics
Dip PFS

After completing his BSc in Economics, Michael spent 20 years working in fixed income for JPMorgan and then Citigroup, where he sat on the Assets & Liabilities Committee for the bank. Having gained extensive experience of complex financial instruments, Michael commenced a career in wealth management in 2015, joining KWM a few years later where is now a Senior Partner.

Having spent a large amount of his career within the wholesale banking environment and dealing with corporate clients, Michael now particularly enjoys working with individuals within the industry. He feels that he is personally familiar with the challenges that they face when dealing with their own finances and enjoys working with them to build long term, robust financial plans.

He is married with two children, both of whom are currently at university. In his spare time, he enjoys watching most sports – though he no longer plays – and he likes to visit the cinema and the theatre whenever the opportunity arises.

Michael Dunleavy

I have worked with Michael for a number of years and his advice has been invaluable, straight forward and easy to understand. I am extremely confident in working with Michael that I am on track to reach my financial goals. I would have no hesitation in recommending his services to others.

Business Development Leader

Andrew Williams

I have been using Michael Leigh of St James Place to organise my finances for the last 2 years and have always found his advice to be considered and appropriate, which has given me a much clearer view of my future financial plans. Would not hesitate to recommend.

Senior Project Manager, Major International Bank

Natasha Ludlow

Mick helped me with consolidating my pensions. He listened to my needs and provided advice that was clear and easy to understand. Mick was a pleasure to deal with, prompt at responding and professional throughout. I am very satisfied with the final outcome and the service I received.

Senior Underwriter

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