Lee Bridgewater
Senior Paraplanner
At Work
Lee has 25 years’ experience in the Financial Services Industry, with 15 years working in a technical and paraplanning capacity. Lee is a Chartered Member of the London Institute of Banking & Finance (LIBF) and holds the Level 6 Qualification in Financial Planning.
Lee works alongside Lucy and the rest of the Wealth Planning Team providing comprehensive financial planning to clients. This includes investment management, pension and retirement planning, cash flow analysis and estate planning.
Prior to joining IPS, Lee worked for a number of independent private practices, and more recently a major acquisition and wealth management firm.
At Home
Outside of work, Lee enjoys spending time with family and being active out in the countryside - walking, cross country running and a bit of cycling when the opportunity arises.