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Lee Cleaves

Based at

Amber River Shipman Wealth

Position

Chartered Financial Planner

Serving clients in

Bath, Bristol, Exeter, Taunton, Trowbridge, Swindon

Lee Cleaves

Chartered Financial Planner

Being an Independent Financial Planner is a special profession. You get to know your clients very well and they often share with you their dreams, aspirations and fears. This enables Lee to help them achieve their goals and this brings me a lot of enjoyment and fulfilment.

Lee specialises in the following areas: Pre and post-retirement planning: helping clients understand how much money they need to accumulate in order to fulfil their retirement goals and not run out of money. Inheritance Tax (IHT) and Estate Planning – Helping clients mitigate IHT and providing a legacy for their loved ones. Tax efficient investing – helping clients grow their capital tax efficiently in line with their aspirations for growth and income.

When he's not operating dad’s taxi for his two children, Lee enjoys watching Liverpool FC, cycling and gardening. He is a Rotarian and enjoys fundraising for local charities too.

Expertise in

Talk to Lee, call Amber River today

0808 175 4433

Talk to Lee, call Amber River today

0808 175 4433

Articles related to Lee and his team

Find out more about Lee and our Amber River Shipman Wealth team

Amber River Shipman Wealth is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021

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