Lee Waters - Chief Executive And Financial Planner Email and Phone Number
Hi, Iβm Lee, Chief Executive and Financial Planner at Barwells Wealth π€I specialise in: π£οΈ Pensions, investments, later-life care and equity release. π£οΈ Helping those approaching retirement.π£οΈ Helping business owners. When Iβm not working, Iβm raising my two children, Tom and Florie, vice-chair of Governors at Oriel High School, captaining the Balcombe 2nd XI Cricket Team, running, cycling or attending sporting events and concerts with my family. Letβs talk about Barwells Wealthβ¦We give caring, dependable financial planning to business owners, retirees or approaching retirement in East Sussex.π·ππππππ ππππππ πππππ, ππππππFor over 25 years, weβve been a safe pair of hands, offering straightforward, truthful advice but always keeping your goals in mind. Maybe thatβs why so many of our clients have been with us from the very beginning, and plan to continue working with our specialists for many years yet to come.π»ππ πππππ ππ πππππππππ ππππππππFinancial planning should leave you in a more comfortable monetary position, but when done right, itβs about so much more than that.β Finding peace of mindβ Conquering life's milestones β Taking care of your wealth π¨ππππ πππWhatever stage of life youβre at, youβll get support from qualified advisers who are truly invested in your happiness and success.π€ Approaching retirement π€ Already retiredπ€ Later lifeπ€ Business ownerπΎπππ πππ πππππππ πππYour financial issues will always be handled sensitively and efficiently by our team, and weβre proud to have the recommendations to prove it.β 96.43% would recommend usβ 100% of clients were satisfied that we understood their needs, goals, aspirations and objectivesβ 92.31% of clients believe that working with us has helped or will help them achieve their financial goalsβ 98.21% of clients were satisfied with the speed of response from their plannerπͺππππππ ππWhatever financial issue you face, our friendly team will give you the guidance and reassurance you need and point you in the right direction.π1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EUπ§ financial@barwells-wealth.co.ukπ 01273 086 311
Barwells Wealth
View- Website:
- barwells-wealth.co.uk
- Employees:
- 4
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Chief Executive OfficerBarwells Wealth May 2010 - PresentLewes, East Sussex -
Vice Chair Of GovernorsOriel High School Dec 2021 - PresentCrawley, England, United Kingdom -
Chair Of GovernorsMaidenbower Infant School Feb 2013 - Jan 2016CrawleyChair of the Governing Body of Maidenbower Infant School.
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Financial AdviserHomes Partnership Nov 2004 - Sep 2009 -
Mortgage AdviserSequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown Aug 2002 - Nov 2004Eastbourne -
Mortgage AdviserBarclays Aug 2000 - Aug 2002Eastbourne
Lee Waters - Chief Executive And Financial Planner Education Details
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Institute For Financial WellbeingFinancial Wellbeing Certificate -
Af5 Financial Planning Process -
Society Of Later Life AdvisersLater Life Adviser Accreditation -
Financial Planning And Services -
Af3 Pension Planning
Frequently Asked Questions about Lee Waters - Chief Executive And Financial Planner
What company does Lee Waters - Chief Executive And Financial Planner work for?
Lee Waters - Chief Executive And Financial Planner works for Barwells Wealth
What is Lee Waters - Chief Executive And Financial Planner's role at the current company?
Lee Waters - Chief Executive And Financial Planner's current role is Chief Executive and Financial Planner | Caring and dependable financial planning for business owners and those approaching retirement | Rated 4.8 out of 5 on VouchedFor by our clients π€.
What schools did Lee Waters - Chief Executive And Financial Planner attend?
Lee Waters - Chief Executive And Financial Planner attended Institute For Financial Wellbeing, Chartered Insurance Institute, Society Of Later Life Advisers, Chartered Insurance Institute, Chartered Insurance Institute, Libf, Libf, Libf, University Of Hertfordshire.
Who are Lee Waters - Chief Executive And Financial Planner's colleagues?
Lee Waters - Chief Executive And Financial Planner's colleagues are Rochelle Mitchell, Emah Waters, Tom Taylor-Waters.
Not the Lee Waters - Chief Executive And Financial Planner you were looking for?
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Lee Waters MS
United Kingdom -
Lee G. Waters MSc, SFHEA
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LEe Waters
London Area, United Kingdom -
3gmail.com, brandlearning.com, accenture.com
3 +442086XXXXXX
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