Our Team

Gary Lee DipPFS

“I think everybody needs financial advice. Money can be a great cause of worry and stress. It’s reassuring to know that your finances are being managed by someone who can answer any questions you might have.”

Gary has been working in financial services for 10 years, specialising mainly in pensions and investments. Having worked for Friends Provident, Commercial Union, and a pension specialist IFA firm, he became an adviser for Sesame, advising high net worth clients at retirement.

In his spare time he helps out at the Macclesfield Wheelies Wheelchair Sports Club with his two daughters. He enjoys cycling and hill-walking.

Qualifications:
Financial Planning Certificate (FPC), G10 (Taxation & Trusts), G60 (Pensions), K10 (Retirement Planning), K20 (Pension Investment Options), SV1 (Savings and Investments), CF9 (Pensions Simplification).

Helen Ditcham

“It’s not just about selling products. People really appreciate a bit of coaching and friendly guidance on how they could reduce their debts or put a few pounds away for the future”.

Helen has 15 years’ experience in financial services in administration, as an adviser and latterly as an IFA practice manager.

When she is not working Helen enjoys swimming and gardening and spending time with her two children.

Qualifications:
Financial Planning Certificate (FPC), G60 (Pensions), K10 (Retirement Planning), K20 (Pension Investment Options), CF9 (Pensions Simplification).

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