Lee Carey
Chartered MCSI, CeMAP

Lee is working for me as a financial adviser since 6-7 years. He has always provided me with good and well researched advice and is very fast and responsive on every query or request I might have.
He also provides me proactively with customized and valuable information on potential investment opportunities.

I first met Lee back in 2014. I had been researching the transfer of my pension funds into QROPS and had experienced a number of meetings with some of his competitors and been totally unimpressed. Lee came across as different, more personable, more interested in providing a personal service, with a good knowledge of his field and the implications and possibilities related to my funds.He was very patient as I widened my own research and ultimately decided that he was my preferred adviser and who I wanted to handle my pension transfer. Everything went seamlessly and Lee has provided reliable support and advice ever since. I would recommend anyone interested in a pension transfer to speak to Lee about the options. You will find him very easy to deal with and he will have your best interests as his priority.

Lee has been my financial adviser here in the UAE for a number of years and has always given good advice as well as being proactive about recommending switches in investment strategy, He provides strong personal customer service and takes time to build a good relationship with his customers understanding their needs and financial circumstances. I thoroughly recommend him to any expatriate living in the UAE.

I have know Lee for about 3 years, and he has given me sound advice during this time. He is always willing to help his clients out, giving them a good level of confidence. He is very knowledgeable about insurance policies & investments and will present you with options that suit your needs. I would certainly recommend anybody wanting to take any financial decisions to meet Lee atleast once.

Lee has provided financial management to our family for over 7years. During that time his professionalism has been ever present. He is knowledgeable, easy to deal with and, most importantly genuinely interested in us as individuals. His understanding and humanity is a rare combination and very much appreciated.