Lee has been working within St. James’s Place since 2013, starting as an office junior, and quickly gaining the experience needed to become an accredited SJP Practice Manager and helping establish new and successful businesses within the company
Joining McMillan Wealth in 2020, Lee operates a dual role functionality which comprises of helping Bernadette chase the providers and Directors, ensuring all documentation is completed at a high level. As well as Managing the quality and consistency of client servicing throughout McMillan Wealth
Outside of McMillan Wealth, Lee is an avid Formula 1 fan with favourite drivers being Lando Norris and Daniel Ricciardo. Lee also enjoys spending his free time when he can out on his Paddleboard and taking walks around the countryside.