Dale Lee
Chartered Financial Adviser at Twigden Asset Management Limited
Based in Bedford, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
Bedford
Industry
Financial Services
Company size
10
Contact information
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d•••••••@twigdenasset.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Dale Lee
With over seven years of experience in financial services, currently a Chartered Financial Adviser at Twigden Asset Management, specializing in pensions, investments, and inheritance tax planning. Committed to delivering holistic financial solutions tailored to individuals and business owners, supporting their financial stability and growth. Dedicated to intergenerational financial planning and enhancing clients' financial well-being through strategic investment advice, estate planning, and protection services. Actively advancing expertise by studying long-term care and later life planning to further enhance the scope of services offered.
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