I have now been with Vision for some three and a half years, following a twenty year successful career with Barclays Bank, where I was top adviser nationally on a number of occasions.
I strongly believe in the value of a long term financial planning relationship with clients, based on trust and integrity. I relish the ability to offer a truly ‘best in market’ approach and having the freedom to spend as much time with each client as they need.
I am able to offer clients complete unbiased financial advice allowing me the freedom that when meeting and discussing the financial planning needs for my clients, the financial freedom to explore all the possibilities available within the marketplace from all providers.
The key to building long term relationships is based on trust, regular financial reviews and the ability to explain things in a clear and concise way.
I have a wide breadth of knowledge, including investment management, investment portfolio construction and monitoring, sophisticated inheritance tax planning and retirement planning advice for individuals.
I am married with 2 children and enjoy football and tennis.
I can be contacted on 07748652832 or 01305 264038 or can be contacted by email
‘Lee Ford has been my my financial adviser for many years. He made very sound investments for both my husband and I and was very helpful when I was widowed. He foresees future investments I may need to make and is offering sound advice on inheritance tax implications. Our meetings are always a pleasure. I had no qualms when I sought his advice on behalf of my mother when she went into a care home as I knew he would make recommendation as appropriate. ‘
‘Very pleased overall! We feel that we are provided with a comprehensive service where our requirements and concerns are fully taken into account. Very reassuring in this uncertain financial world!’
‘Lee is consistently reliable, patient and always explains everything in a way we can understand. He is always professional and approaches our reviews organised and methodical. We highly recommend Lee Ford.’
‘Lee has been our Financial Adviser since we first came down to Swanage over 16 years ago and we have a very good relationship and trust him to look after our financial affairs. We have been very satisfied with the way he, together with Rathbones, have managed our savings!’
‘Over the many years that Lee has been my financial adviser, I could not have had a more reliable and professional person. Always at the end of the phone to help and advise me if needed.’