Lee Westley Email
Co-founder and Lifestyle Financial Planner @ Beattie Lockton Family Wealth
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Lee Westley Location
- London, GB
Lee Westley Work
- Co-founder and Lifestyle Financial Planner @ (August 2018 - Present)
- Financial Planning Director @ Baigrie Davies & Company Limited (January 2011 - February 2018)
- Financial Planning Consultant @ (March 2009 - January 2011)
- Graduate Pension Consultant @ Mattioli Woods (December 2005 - March 2009)
Lee Westley Education
- University of Nottingham
Bachelor Of Arts (Economics)
2001-2005 - Université Montpellier I 2003-2004
- Guthlaxton College 1997-2001
Lee Westley Skills
- Portfolio Management
- High Net Worth Individuals
- Financial Advisory
- Strategic Financial Planning
- High Net Worth
- Strategic Financial
- Investments
- Asset Management
- Inheritance Tax Planning
- Pensions
- Finance
- Retirement
- Corporate Finance
- Investment Advisory
- Income Protection
- Asset Allocation
- Retirement Planning
- Wealth Management
Lee Westley Summary
- Lee Westley, based in London, GB, is currently a Co-founder and Lifestyle Financial Planner at Beattie Lockton Family Wealth. Lee Westley brings experience from previous roles at Baigrie Davies & Company Limited, The Wilson Organisation and Mattioli Woods. Lee Westley holds a 2001 - 2005 Bachelor Of Arts in Economics @ University of Nottingham. With a robust skill set that includes Portfolio Management, High Net Worth Individuals, Financial Advisory, Strategic Financial Planning, High Net Worth and more. Lee Westley has 1 emails on RocketReach.
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