Lee Haygart

Areas of expertise

Pensions & retirement planning
Investment advice
Divorce planning
Inheritance tax planning

Experience

Lee is a Chartered Financial Planner and has worked in our financial planning department since 2017, advising high net worth individuals and professionals on how to optimise their wealth.

Lee provides bespoke financial planning strategies to private clients, families and business owners and takes a holistic approach to ensure his clients meet their objectives. He also advises clients on their estate planning needs and minimising inheritance tax.

Working in synergy with solicitors, Lee provides financial advice to divorcing parties at both the pre and post settlement stages of divorce.

Lee’s wide range of professional contacts allows him to provide a dynamic service to clients who have a complex range of needs.

Notable client work and achievements

Advised a high net worth couple on their retirement and investment planning including the formulation of a de-risking investment strategy and a plan to draw income tax-efficiently from their wealth.

Assisted a divorcing spouse to quantify her income and capital needs so she was in an informed position to negotiate a financial settlement and advised on how to invest it appropriately.

Advised a high net worth client on her estate planning to ensure more of her estate will go to her chosen beneficiaries rather than to HMRC in tax.

Professional qualifications and memberships

Chartered Financial Planner (APFS) - Chartered Insurance Institute (CII)

Advanced Diploma in Financial Planning - Chartered Insurance Institute (CII)

Investment Management Certificate (IMC) - CFA UK