This development session was provided by Lee Hellin from Schroders Personal Wealth. Lee’s talk is about how to plan for retirement with his talk about ‘Pensions and how they work for you’.
Lee joined Schroders Personal Wealth in 2020 as a Personal Wealth Advisor in Bristol, after working for a number of financial services companies. He has over 20 years’ eperience in the financial services industry. Throughout his career, Lee has established trusted relationships with his clients by taking time to understand what really matters to them. He has thorough understanding of wealth management, and is qualified to provide personal clients with investments, protection, retirement and inheritance tax planning solutions.