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
‘Very helpful, puts information clearly and simply so that I understand’.s you at ease and helps you understand.’
‘Lee is always very professional and honest. I would recommend him to anyone’.
‘My late husband dealt with all things financial along with Lee Ford who has been advising us since his Barlcays Bank Days. Lee has been my financial ‘rock’ for the last 6 years since the death of my husband – he’s brilliant’
‘I have always been impressed with Lee and his in depth knowledge on all matters financial’