Lee Riding
Independant Financial Planner
Typical Challenges Lee Loves to Solve
⭕ Unsure if you’re saving enough for retirement
⭕ Multiple pension pots from different employers
⭕ Wanting to provide more security for your family
⭕ Making sense of investments without the jargon
⭕ Planning for inheritance and passing wealth to future generations
⭕ Wondering whether you need financial advice at all
Ideal Introduction
“I’d like to introduce you to Lee. He’s an independent financial planner who believes good financial advice shouldn’t be reserved for the wealthy. Whether you’re trying to make sense of pensions, investments, protecting your family or planning for the future, Lee explains things in plain English and helps people make confident decisions about their money.”
Profile
Lee Riding is an independent financial planner with almost 20 years’ experience helping individuals and families take control of their financial future.
Whilst Lee began his career specialising in pensions and retirement planning, he now provides holistic financial advice covering investments, protection, inheritance planning and long-term wealth building. As an independent adviser, he has access to the whole market and focuses solely on finding the right solution for each client’s circumstances and objectives.
What makes Lee different is his belief that financial planning shouldn’t just be reserved for the wealthy. Growing up on a council estate in Barnsley, with a train driver father and a carer mother, Lee understands the financial pressures faced by ordinary families trying to do the best for themselves and their children.
Known for his no-jargon approach, honesty and down-to-earth nature, Lee takes the time to understand what matters most to his clients before recommending a way forward. In fact, he’s often the first person to tell someone they don’t need a financial adviser yet and when they should come back if circumstances change. Or what they can do direct.
Clients value his ability to explain complex financial topics in plain English and help them feel confident about decisions that can have a lasting impact on their future. Whether that’s consolidating pensions, planning for retirement, protecting loved ones or building long-term wealth, Lee focuses on providing practical advice that helps people sleep better at night.
As a member of Cohorrt, Lee works particularly well with first-time users of financial advice, families planning for the future, business owners and individuals who want trusted guidance without feeling intimidated or pressured.
Most clients engage Lee through an initial discovery conversation to understand their circumstances, goals and priorities. From there, he builds a clear and practical plan designed around their life, not just their finances.
