After graduation he commenced a career in financial services, initially as a tied adviser for an insurance company, he joined O'Reilly Wealth Management in 2000 which became a Senior Partner Practice of St. James's Place Wealth Management in 2019. Lee holds the Diploma in Financial Planning and is working towards Chartered Financial Planner Status.
O’Reilly’s began trading in Cumbria in 1934 initially as a firm of Accountants who later began providing clients with financial advice. In 2008 the Partners of O'Reilly expanded into Leyburn, North Yorkshire, through the acquisition of Yoredale Investment Services. The business now operates from offices in Penrith, Leyburn and Workington.
Lee now divides his time between Cumbria and Yorkshire managing the business and providing advice to existing and new clients.
He is married to Louise and lives near Workington. In his spare time Lee enjoys golf and is the only member of Keswick Golf Club that has filled both roles of Junior Captain and Club Captain.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.