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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

 

'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.'

'We have always found Lee Ford to be friendly, approachable but always business like and have every confidence in his detailed information that he imparts on his regular visits and answers to any queries.'

'Lee Ford is an excellent member of your team, providing sound advice at any given time.'

'To have peace in mind over my finances is exactly what I have with a Financial Adviser such as Lee Ford. Since I left my husband in 2010 Lee has advised me in all aspects of my money and answered any questions or queries, I "could not" and "cannot"manage without him."