Lee is the owner of Rossiter's Financial, an Independent Financial Adviser practice and has over 20 years' financial services experience. He thrives on providing a superior level of service, working with his clients during their life changes. Lee enjoys fitness, cars and travelling - he has completed Iron Man Wales in Tenby for the last 3 consecutive years.
Helen is the newest member of the team and brings with her many years of experience in the financial services industry.
Nicola recently joined the practice after 16 years of HR experience at the University of South Wales. She brings a wealth of experience to many facets of the business, along with her calm nature. Nicola's main role is to support and handle the business side of the practice. She enjoys keeping fit and travelling.
Sam is a graduate, currently studying for her CII paraplanner qualifications. She is an integral part of the office team and supports client relationships. Sam is also fluent in Cantonese and she assists our work with our large Chinese client community. In her free time she enjoys designing, dog walks, trying different foods and 'to do' lists!
Andrew has 19 years Financial Services experience mainly in management and compliance roles, previously with Legal & General and Deloitte. He brings a wealth of experience in team management and knowledge in the financial services area. Andrew's main role will be to manage the office, workflow and support Lee & Gareth. Andrew has 3 children who take up most of his time outside of work with various sporting activities.