VouchedFor rating and reviews for Peter Lee, IFA PLYMOUTH

01752 500909

Financial Adviser Services

Peter Lee DipFA
Director, Senior Adviser

Peter Lee

Following a 10 year career lecturing and teaching in Economics and History, Peter has over 25 years' experience in the industry, having held senior advisory positions in several leading national companies including KPMG; he has also managed and established independent advisory companies.

Peter has worked with a wide range of individuals and organisations of all sizes, providing advice and assistance, helping them to achieve their financial objectives. A founding Director of the Company, Peter says:

̶We believe our strength is the relationship we build with our clients, based on mutual trust and respect. We are in some cases now dealing with third generation clients, which is an endorsement of the faith and level of satisfaction our clients have in us. In the changing world in which we live, we will continue to look to improve our services and client experience.”

Call: 01752 500909

Email: peter.lee@dfpsolutions.co.uk

Write to us at: DFP Wealth Management Ltd, The Old Bank Chambers, 46-48 Devonport Road, Plymouth,PL3 4DH