Lee Robertson

Lee Robertson Email and Phone Number

Non Executive Director @ Cura Financial Services
The Evron Centre, Filey,YO14 9DW,United Kingdom
Lee Robertson's Location
United Kingdom, United Kingdom
Lee Robertson's Contact Details

Lee Robertson personal email

n/a
About Lee Robertson

Lee Robertson is a Non Executive Director at Cura Financial Services. They possess expertise in wealth management, investments, financial advisory, pensions, financial services and 41 more skills. Colleagues describe them as "I've gotten to know Lee over the past couple years and I have to say he is one of the most impressive wealth management executives I've come across over my many years in this industry. In engaging with him in various dimensions of his brilliant OCTO Members platform, he's the consummate professional - deeply knowledgeable about technical planning issues, wise based on decades of working with clients (and also understanding of advisors' needs), and always funny and… Show more" and "I had the distinct pleasure of working with Lee during my time at Incisive Media on our Professional Adviser brand. Lee is one of the longest-standing conference stream chairs of the Professional Adviser 360 (PA360) conference, having been involved since its conception in 2017. Lee has also worked with PA on several of our other events and is an excellent contributor, panel chair, and host. Lee has a deep level of knowledge across financial planning and practice leadership issues and… Show more"

Lee Robertson's Current Company Details
Cura Financial Services

Cura Financial Services

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Non Executive Director
The Evron Centre, Filey,YO14 9DW,United Kingdom
Website:
specialrisksbureau.co.uk
Employees:
15
Lee Robertson Work Experience Details
  • Cura Financial Services
    Non Executive Director
    Cura Financial Services
    United Kingdom
    View

Lee Robertson Skills

Wealth Management Investments Financial Advisory Pensions Financial Services Strategic Financial Planning Portfolio Management Wealth Investment Strategies Asset Management Investment Management High Net Worth Individuals Investment Advisory Public Speaking Financial Planning Personal Finance Retirement Planning Strategy Retirement Inheritance Tax Planning Marketing Strategy Wealth Management Services Asset Allocation Mutual Funds Estate Planning Finance Management Equities Fixed Annuities Financial Planners Income Protection Alternative Investments Funding Protection Savings Sipp Private Banking Hedge Funds Etfs Trusts Bonds Press Comment Writing On Finance Pension Funds Financial Advice Annuities

Frequently Asked Questions about Lee Robertson

What company does Lee Robertson work for?

Lee Robertson works for Cura Financial Services

What is Lee Robertson's role at the current company?

Lee Robertson's current role is Non Executive Director.

What is Lee Robertson's email address?

Lee Robertson's email address is le****@****rum.com

What are some of Lee Robertson's interests?

Lee Robertson has interest in Politics, Economic Empowerment.

What skills is Lee Robertson known for?

Lee Robertson has skills like Wealth Management, Investments, Financial Advisory, Pensions, Financial Services, Strategic Financial Planning, Portfolio Management, Wealth, Investment Strategies, Asset Management, Investment Management, High Net Worth Individuals.

Who are Lee Robertson's colleagues?

Lee Robertson's colleagues are Krystle Skelton, Annaliese Lincoln, Gemma Barratt, Rheanna Haley, Amy Jenney Certpro, Charlotte Scholey, Victoria Robson.

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