Lee Waters - Chief Executive And Financial Planner

Lee Waters - Chief Executive And Financial Planner Email and Phone Number

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 🀝 @ Barwells Wealth
lewes, east sussex, united kingdom
Lee Waters - Chief Executive And Financial Planner's Location
Glynde, England, United Kingdom, United Kingdom
About Lee Waters - Chief Executive And Financial Planner

Hi, I’m Lee, Chief Executive and Financial Planner at Barwells Wealth 🀝I specialise in: πŸ—£οΈ Pensions, investments, later-life care and equity release. πŸ—£οΈ Helping those approaching retirement.πŸ—£οΈ Helping business owners. When I’m not working, I’m 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. Let’s talk about Barwells Wealth…We give caring, dependable financial planning to business owners, retirees or approaching retirement in East Sussex.π‘·π’–π’•π’•π’Šπ’π’ˆ 𝒑𝒆𝒐𝒑𝒍𝒆 π’‡π’Šπ’“π’”π’•, π’‚π’π’˜π’‚π’šπ’”For over 25 years, we’ve been a safe pair of hands, offering straightforward, truthful advice but always keeping your goals in mind. Maybe that’s 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.𝑻𝒉𝒆 𝒗𝒂𝒍𝒖𝒆 𝒐𝒇 π’‡π’Šπ’π’‚π’π’„π’Šπ’‚π’ π’‘π’π’‚π’π’π’Šπ’π’ˆFinancial planning should leave you in a more comfortable monetary position, but when done right, it’s about so much more than that.βœ… Finding peace of mindβœ… Conquering life's milestones βœ… Taking care of your wealth 𝑨𝒃𝒐𝒖𝒕 π’šπ’π’–Whatever stage of life you’re at, you’ll get support from qualified advisers who are truly invested in your happiness and success.🀝 Approaching retirement 🀝 Already retired🀝 Later life🀝 Business owner𝑾𝒉𝒂𝒕 𝒐𝒖𝒓 π’„π’π’Šπ’†π’π’•π’” π’”π’‚π’šYour financial issues will always be handled sensitively and efficiently by our team, and we’re proud to have the recommendations to prove it.⭐ 96.43% would recommend us⭐ 100% of clients were satisfied that we understood their needs, goals, aspirations and objectives⭐ 92.31% of clients believe that working with us has helped or will help them achieve their financial goals⭐ 98.21% of clients were satisfied with the speed of response from their plannerπ‘ͺ𝒐𝒏𝒕𝒂𝒄𝒕 𝒖𝒔Whatever financial issue you face, our friendly team will give you the guidance and reassurance you need and point you in the right direction.πŸ“1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EUπŸ“§ financial@barwells-wealth.co.ukπŸ“ž 01273 086 311

Lee Waters - Chief Executive And Financial Planner's Current Company Details
Barwells Wealth

Barwells Wealth

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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 🀝
lewes, east sussex, united kingdom
Employees:
4
Lee Waters - Chief Executive And Financial Planner Work Experience Details
  • Barwells Wealth
    Chief Executive Officer
    Barwells Wealth May 2010 - Present
    Lewes, East Sussex
  • Oriel High School
    Vice Chair Of Governors
    Oriel High School Dec 2021 - Present
    Crawley, England, United Kingdom
  • Maidenbower Infant School
    Chair Of Governors
    Maidenbower Infant School Feb 2013 - Jan 2016
    Crawley
    Chair of the Governing Body of Maidenbower Infant School.
  • Homes Partnership
    Financial Adviser
    Homes Partnership Nov 2004 - Sep 2009
  • Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown
    Mortgage Adviser
    Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown Aug 2002 - Nov 2004
    Eastbourne
  • Barclays
    Mortgage Adviser
    Barclays Aug 2000 - Aug 2002
    Eastbourne

Lee Waters - Chief Executive And Financial Planner Education Details

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 🀝.

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.

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