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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 01305 264038 or can be contacted by e mail at

 

‘Lee continues to give me an independent and balanced view on financial issues. His advice and knowledge gives me the confidence to invest appropriately.’

‘If like us, you are normal working individuals and want or need down to earth, realistic financial advice, then contact Lee Ford. Lee has provided straight forward sound advice to us for years and we wouldn’t change!’

‘When my husband was alive, and Lee was at Barclays Bank he was our financial adviser, then since losing my husband I have continued to have Lee as my IFA. I could not have managed my finances without his expert advice and shall continue to do so. He is one of the best and friends to whom I recommended him are more than happy with their finances.’

‘We have known Lee for many years and have always found him good humoured, punctual and with a great knowledge of his subject which he can translate into ‘layman’s ‘ language for people like us. His advice has been good and our investments have grown and is worth every penny of the fees, left to our own devices we would probably be receiving 0% income from the bank! We happily recommended him to friends who are also very pleased with the service he provides.’

‘We believe Lee to be exceptionally good at his job and look forward to our meetings with him. He is very engaging because of his enthusiasm for his job.’