Paul Lee QFA

Paul has spent the last 13 years as Sales Director with Kevin Condon Financial brokers who are now joining forces with Key Financial services & Mortgage Search where Paul will lead the team as Managing director bringing 16 years’ experience to the team, Paul has over 30 years of customer service experience and is a customer focused Financial Advisor whose aim is to build lasting trusting relationships with clients. Paul’s specialties are the structuring of investment, Pension and assurance policies in a way that meets client’s financial goals and protects their most important assets.

Paul’s approach is to engage with clients and offer a suite of options that allow a client to choose that which they are comfortable with and which provides the best option allied to the best value. Paul is a member of the LIA and offers advice on Life Assurance, Serious illness cover, Pensions, Investments, Savings, Income Protection, Mortgages, Tax Planning.