Spenser Lees - BSc(Hons), Dip PFS, Cert CII (MP & ER)

Financial Adviser

Financial Advice Areas

Investments, Pensions, Annuities, Personal Financial Planning, Inheritance Tax Planning, Equity Release, Residential Mortgages, Personal Protection, Business Protection, Long Term Care

Geographical Areas

Birmingham, Cambridgeshire, Derbyshire, Leicestershire, Lincolnshire, Nottinghamshire, Warwickshire, Leicester, Loughborough, Melton Mowbray, Nottingham, Market Harborough, Oakham, Mansfield, Stamford, Peterborough, Lutterworth, Rugby, Kettering, Coventry, Grantham, Derby, Lincoln, Newark, Solihull, Sutton Coldfield.

About Spenser Lees

A Chemistry graduate, I taught Science for 10 years in various secondary schools across both Birmingham and Leicester. However, I latterly “found my calling” in Financial Services - and after gaining my Certificate in Financial Planning, worked 8 years for a mutual society providing holistic financial advice, predominantly (though not exclusively) to teachers and other professionals in Leicestershire, Lincolnshire and Cambridgeshire.
 
Having now joined Ashwood Law, I am delighted to be able now to offer a broader scope of service to my clients.

I pride myself in giving excellent customer service and in particular, always doing what I say I’ll do, when I say I’ll do it. Willing to go that extra mile for my clients, I always put their needs first. I enjoy meeting with people from all walks of life and get great satisfaction in being able to help them fulfil their financial dreams and objectives.

I have held the Diploma in Financial Services since 2013 and also have specialist qualifications in Equity Release Planning and Long Term Care. I am also continuing to study for qualifications in further specialist areas.

Living in a small Leicestershire village with my wife and four rescue dogs, I can cover any of the areas outlined above, although I am also willing to consider making a longer journey if required. Indeed, I have many longstanding clients who live much further afield in areas such as Yorkshire, Wales and Kent.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Tax planning is not regulated by the Financial Conduct Authority.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

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