Lee Ballard Email & Phone Number
Principal and Wealth Partner @ Spinningfields Wealth Management
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Lee Ballard Location
- Manchester, GB
Lee Ballard Work
- Principal and Wealth Partner @ (October 2023 - Present)
- Financial Planner @ (December 2021 - January 2024)
- Financial Adviser @ Spinningfields Lifetime Partners (December 2020 - January 2024)
- Sales Director @ Spinningfields Lifetime Partners (August 2018 - December 2021)
- Head of Sales @ Spinningfields Lifetime Partners (August 2018 - December 2021)
- Financial Planner @ - (December 2021 - December 2021)
- Sales Director @ Lifetime Rewards (September 2014 - August 2018)
- National Account Manager @ PruProtect (February 2011 - September 2014)
- Account Manager @ Bupa Health Assurance - Individual Protection (July 2003 - February 2010)
- Broker Consultant @ Prudential IFA Division (June 2000 - July 2003)
- Financial Advisor @ 1996-1998 Prudential Tied Division (January 1996 - December 1998)
Lee Ballard Education
- The London Institute of Banking & Finance
Diploma for Financial Advisers (DipFA) (Financial Planning and Services)
2019-2020 - Basildon College
Sport and Fitness Administration/Management
1992 - Beauchamps
Diploma in Leisure Studies
1992
Lee Ballard Summary
- Lee Ballard, based in Manchester, GB, is currently a Principal and Wealth Partner at Spinningfields Wealth Management. Lee Ballard brings experience from previous roles at True Potential LLP and Spinningfields Lifetime Partners. Lee Ballard holds a 2019 - 2020 Diploma for Financial Advisers (DipFA) in Financial Planning and Services @ The London Institute of Banking & Finance. Lee Ballard has 1 mobile phone numbers on RocketReach.
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