Lee White

WORK HISTORY

EDUCATION

ABOUT LEE WHITE

As well as being a member of the Chartered Insurance Institute and the Personal Finance Society, I have 28 years of experience within the financial services profession. I have specialist qualifications in: InvestmentsPensions TaxationTrustsAnd support high-net-worth individuals, retail and corporate clients with each of these aspects of financial planning.When I’m not working, I’m spending time with my two amazing daughters, Beth and Lydia, cheering on Liverpool FC or out and about on an adventure. One thing that might surprise you about me… Music is really important to me! I’m a guitarist and singer in a local rock band. I also write and record my own songs. —There’s more to Waterbridge than meets the eye We’re immensely proud to stand out in the financial planning community. Want to know why? Being independent means that our advice is free from conflicts of interest and focused on achieving the best outcomes for you. We will consider several financial strategies and products based on your goals and needs when building your plans. We have a team with extensive experience. Grieg is a Chartered Member of the London Institute of Banking and Finance (LIBF) and has completed all the required qualifications. Lee is a member of the Chartered Insurance Institute and the Personal Finance Society- We’re not just financial planners. We’re a team of people who provide you with real, hands-on support whenever you need it. We want to ensure every client feels valued by providing personalised attention at every stage of the process. Located in the heart of Penistone, we’re fortunate to work in a beautiful building that reflects our welcoming culture. We invite clients to see the office, but we can also travel to you if needed. w••••••@waterbridgewealth.com 13 Market Street, Penistone, S36 6BZ 01•••••••55