Our people

Helping you to run a better business.

Richard Lee

Manager

Qualifications:

DipPFS

Email:

richard.lee@pbfp.co.uk

Telephone:

01223 941301

Teams:

Financial Planning

Location:

Cambridge < back to our people

Richard has over 15 years of experience in the financial services industry and has worked in small, medium and large businesses gaining a wealth of knowledge.

Head of Paraplanning for PB Financial Planning, he manages a team that supports the advisers with their technical research and report writing. Richard’s industry experience provides a solid sounding board for the advisers when they are creating strategies for their clients.

Outside of work Richard enjoys spending time with his family although his wife believes that she is a cricket widow as he is the captain of his local team.