Lee Clarke

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Lee Clarke’s Summary

After over 27 years in financial services where I currently operate as an Independent Financial Adviser I started coaching others. I'm also regularly booked as a speaker by international financial services companies in Asia and Europe. Membership of MDRT Top of the Table, which represents only the top 0.5% of financial advisers worldwide (judged on business production and business ethics) enables me to network with some of the most brilliant minds in the world and to create bespoke client solutions.

Clients learn how to build their assets and hang on to them, eventually exiting from their businesses with minimal tax payment, then putting their assets outside the clutches of the tax man for the benefit of their families.

My past experience includes a period on the executive of my chamber of commerce, rising to President, and serving on the leadership of three professional bodies.

In my own business, I have operated as a sole proprietor, a partner, a private limited company director and PLC director and been involved in the formation of several companies and professional associations.

Lee Clarke’s Specialties:

My key skills include, communicating complex things in a simple way, building and maintaining relationships of trust, and conflict resolution. My "bread and butter" business is helping people invest money so they legitimately avoid unnecessary tax and maximise growth, free of undue risk.

I currently have a number of clients for whom I act as a non-executive director or strategic business adviser.