Lee is the managing director of Octo Members Group, a new venture aimed at supporting wealth managers and financial planners. He was the founding director of Investment Quorum and stepped back from the business in August 2018, though continues to support Investment Quorum in an advisory role.
Lee is a chartered wealth manager and among other awards, is proud to have been recognised in the definitive Spear’s Wealth Management Index as one of the top ten wealth managers in the UK.
Growing up in a Scottish family, my siblings and I were often admonished by my parents and urged to stop showing off.
Our youthful exuberance was encouraged but often tempered by deeply held Presbyterian beliefs of hard work, respect towards others (particularly your elders) and never getting "too big for your boots". Self-promotion was firmly seen as unwelcome in my home.