Telephone: 0151 236 8200

Michael Lea

BA (Hons), Chartered FCSI Assistant Director

Michael joined the company in 2005 as a Graduate Trainee and completed the CISI Diploma in 2008. He is a Chartered Wealth Manager and Fellow of the CISI with his main responsibilities being client discretionary and advisory investment management. He is secretary of the Marketing & Business Development Committee.

He is also a member of the Personal Finance Society and is currently working towards Financial Planning qualifications through the Chartered Insurance Institute.

He spends his free time with his family and is also Chairman and Head Coach of a local basketball club.

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Michael Lea