Investments and Pensions Ltd
Lee Stunell
IFA / Wealth Management
Business Description
Do you feel uncertain about your financial future? Have you been meaning to get a plan in place? Are you unsure if your savings, investments, or protection plans are enough to safeguard your family & business? Is it all so confusing that you end up doing nothing? DO NOT WORRY You are not alone, many people I work with felt this way! I work with business owners—self-employed professionals and limited company directors—who want clarity, confidence & a solid plan for their financial goals.
You Can Get Started Right Now:
Take Stock of Your Finances:
Review your current savings, investments, & protection policies. Are they aligned with your goals, or are there gaps to address?
Identify Tax-Saving Opportunities:
Are you utilising all the available allowances?
✨ Set Clear Financial Goals:
Write down what you want to achieve. A clear vision is the first step to building a plan.
How Can I Help You?
Pension Planning: Review & consolidate existing plans or set up a new tailored scheme that truly suits you.
Protection Policies: Safeguard your family, colleagues, & business with tax-efficient insurance solutions.
Investment Advice: Make informed choices about where & how to grow your savings without the overwhelm.
Why Me?
✅ A Relatable Approach: As a former business owner myself, I understand the challenges & pressures you face. I’m not here to confuse you with jargon, I’ll keep it real, honest, & simple.
✅ Unique Life Experience: My background is far from typical for a financial planner, which means I bring a fresh perspective & practical advice that truly resonates with my clients.
✅ Friendly and Down-to-Earth: I’m not fancy or overly formal, just a friendly guy with a love of a good cuppa & a chat about your goals.
Ready to Take the First Step?
Let’s sit down & explore how we can create a better financial future for you, your family & your business.
Accreditations & Qualifications
Chartered Insurance Institute
- Diploma in regulated financial planning
- ER1 Equity Release
- CF6 Mortgage advice