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Lee Ford

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Lee Ford
Lee Ford
Dip PFS Cert CII(MP)
Independent Financial Adviser

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 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.

‘I am more than happy with my advisor who I have dealt with for many years I feel comfortable with him and have every confidence in him to protect my finances.’

‘His attention to our concerns about investment and how to plan sensibly for the future has always been first rate. He is highly efficient, very prompt to answer phone calls or emails. I could not ask for more!!!’

‘I would have no hesitation in recommending Lee Ford to family and/or friends. He has been of great help to me over a number of years.’

‘I have known Lee Ford for a number of years, over these years by his constant effort and advice I look upon him as a friend as well as an adviser. I have only ever received sound advice from him and Vision’