After a successful career in accountancy, Lee entered the Financial Services industry in 2003 as a Financial Adviser for a large insurance organisation. In 2004 he became an Independent Financial Adviser, before becoming one of the Directors of Church Financial Services Ltd in 2011.
During his time in the industry he has obtained the Diploma for Advanced Financial Advice and the CF6 Mortgage Qualification, whilst developing a large and loyal customer base both locally and in and around his home city of Manchester.
When he’s not behind his desk he is most likely to be found on the golf course or at home in Melksham with his family.
Connor joined the company in July 2014 as an Administrator and is keen to develop the skills and gain the qualifications required to progress within the industry and become a Financial Adviser himself one day.
He has already displayed the organisational and analytical qualities required to be successful, and given his vast computer knowledge, has been fast tracked to become the company’s unofficial IT specialist.
Outside of work, Connor is a keen spectator of motorsport, enjoys spending time with his family and socialising with his friends.
Stephanie joined the company in November 2014 as an Administrator with a long term view of gaining the necessary qualifications to progress in the industry, and eventually become a Financial Adviser herself.
In her time with the company she has already demonstrated the aptitude and willingness to learn that leads the Directors to believe she will be a valuable member of the team for years to come.
When not in the office, Stephanie enjoys spending time with both family and friends and indulging in her passion for baking - the results of which the other staff members are only too pleased to pass judgement!
OFFICE 2B, WESSEX HOUSE, 40 STATION ROAD, WESTBURY, WILTSHIRE BA13 3JN
TEL: 01373 822205
EMAIL: ADMIN@CHURCHFINANCIALSERVICES.CO.UK
CONTACT OUR FRIENDLY TEAM...
REGULARITY NOTICE
Church Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA number 572611.
Registered Office: Lennox House, 3 Pierrepont Street, Bath BA1 1LB. Registered in England and Wales, Company number 07844744.
Your decisions should not be taken based solely on the content of this website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change. The content is aimed at UK residents or residents of MiFID countries.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Trusts & Will Writing are not regulated by the Financial Conduct Authority.
In the event of you being dissatisfied with the services that we have provided to you, you may contact us directly at admin@churchfinancialservices.co.uk or you can, if you wish, make a complaint directly to the online dispute resolution platform at http://ec.europa.eu/odr.
If you cannot settle any complaint directly with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.