HomeFinancial Planners › Lee Cleaves

Based at

Shipman Wealth Management

Position

Chartered Financial Planner

Serving clients in

Bath, Bristol, Exeter, Taunton, Trowbridge, Swindon

Lee Cleaves

Chartered Financial Planner

Lee is a Chartered Financial Planner with two decades of financial planning experience. Lee is a Fellow of the Personal Finance Society (PFS) and holds the Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services - Trusts and Estate Planning.

Lee acts for a wide range of personal, corporate and trustee clients specialising in Pre and Post Retirement Planning, Estate and Inheritance Tax Planning, Trust and Tax Planning and investment planning.

Lee believes financial planning is an ongoing process enabling you to make sensible decisions about money to ensure you achieve your life goals.

Lee is married with two children, a keen cyclist and enjoys watching Liverpool FC. He is also a Taunton Vale Rotary club member and Treasurer of their Moonraker fundraising event.

Expertise in

Talk to Lee, call Amber River today

Talk to Lee, call Amber River today

0800 915 0000

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Find out more about Lee and our Shipman Wealth Management team

Shipman Wealth Management 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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