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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.
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.
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