Lee Quinn
Independent Financial Planner @Alexander Grace
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WORK HISTORY
Independent Financial Planner @Alexander Grace
West Midlands, GB
There is no one single way to conduct financial advice and each financial planner will have their own way of completing the role, but the end objective should always be to put a client in a better place than where they were before speaking with you.I like to get to know my clients as individuals and learn about what they have achieved in life and what they hope to achieve moving forward. I want to know what is important to them and how their financial position builds into this. Every person is completely different and the best part of my role is that no two client meetings are ever the same.I pride myself in being an independent, holistic financial planner and what this means to you is that I will focus on everything that is important to you financially whilst being able to choose from a large amount of products and providers to cater for your needs. My areas of expertise include, but are not limited to, investment, pensions, protection, estate planning and trusts. I like to look at generational planning or family planning, which can include all the aforementioned, but it is ensuring that you and your family is at the core of my
EDUCATION
Chartered Insurance Institute
Financial Planning and Services
Coventry University
HNC in Business, Accounting and Business Management
SKILLS
ABOUT LEE QUINN
I like to understand the journey that clients wish to take with their lives and find a way to ensure that their personal finances allow them to do so. Being a holistic Independent Financial Planner, my expertise include, but are not limited to:Investments & PensionsRetirement PlanningPublic Sector Pension SchemesCashflow ModellingBusiness ProtectionFamily ProtectionBeing wholly independent, this allows me to create a bespoke plan for you rather than taking a \"best fit\" approach. I like to understand my clients as people and work with them over time to ensure that any advice in focussed on them as individuals, as a family and their lifestyle.If you would like to have an introductory call on how I can help you with your financial goals, please get in touch - l•••••••@alexandergrace.net or contact me directly via LinkedIn.About Lee:I have worked in financial services for 17 years, where the majority of my early career was spent in compliance. For the past 8 years I have been advising clients, particularly with regards to retirement and investment planning.I live in Coventry with my partner, our two sons and two Jack Russell Terriers. My main passion is football, but also play Padel. I also enjoy travelling, although this has diminished a little bit since having children!
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