Career Bio
Lee is currently a student at Bournemouth University studying Accounting and Finance and has joined the Ward Goodman team on a placement year to gain valuable industry experience.
Lee supports various aspects of Financial Services, with his primary area being Paraplanning where he helps with fund and product research, suitability reports and is involved in various business development projects such as business protection and direct to customer offerings.
Lee has recently completed the FE Accreditation successfully and will be looking to complete R01 with CII.
Once Lee has completed his final year, he aspires to become a Financial Advisor.
Outside of work Lee enjoys spending time going on long walks or bike rides with friends. When not outside Lee can be found immersed in business autobiographies and self-development books.
Lee is also a keen ruby player and enjoys watching Football and Formula One.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
