Financial Adviser

Kenneth Lee

Kenneth Lee is an Independent Financial Adviser here at Hardcastle Burton Financial Ltd

He is a Chartered Financial Planner and a Fellow of the Personal Financial Society. He holds the Chartered Institute of Insurance Advanced Diploma in Financial Planning & has passed the CFA Certificate in Investment management.

Earlier in his career, Kenneth worked for more than 10 years as a consultant to financial advisers. This saw him spending time in Edinburgh, Nottingham, London & Cambridge

He can help you understand your money and empower you to get the most from your investments, plan for the retirement you want and leave a tax-efficient legacy to your loved ones

Outside of work, Kenneth is active in his community; until recently, he sat on the steering group for the Witchford Local Plan and is now a governor at a secondary school in Cambridgeshire. When time allows, he likes to enjoy the live music scene with his family

Kenneth Lee profile picture
Speech marks icon
Request your free


Request a free initial consultation with one of our experts now. Whatever your financial needs, we’re confident we can help.