Lee joined MacDonald Partnership in 2007 having previously worked as an adviser for Co-operative Insurance Services and Clydesdale Bank.
He is a member of The Chartered Insurance Institute and is a fully qualified Independent Financial Adviser, now with over 20 years’ experience in the financial services industry.
He has been advising and working closely with our clients since joining the firm, but mainly works in a paraplanning role, focussing on the technical and planning aspects that goes on in the background.
Lee’s technical knowledge of the industry has become a key part of our whole advice process, and he has become an invaluable part of the financial services team.