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Ian Lee

Ian Lee

Ian Lee

Head of Investments (Independent Financial Adviser / NHS Pension)
We are always empathetic to our clients needs and treat their financial arrangements with the utmost respect.

Intro

Ian has worked in the financial management industry for over 28 years and is a highly experienced independent financial adviser and wealth management specialist. Ian also has specialist knowledge of the NHS Pension Scheme.

Blackett Walker Ltd is authorised & regulated by the Financial Conduct Authority (FCA).

Professional Experience

Ian developed his passion for finance early on when he began his career at global life assurance firm, Standard Life. He joined leading independent financial adviser and NHS Pension specialists Blackett Walker in 2006.

Expertise

As an experienced financial / wealth management adviser, Ian became Head of Investment Services at Blackett Walker in 2012.  Ian provides comprehensive advice across all areas of financial planning for the company's private clients which includes a large portfolio of medical clients due to our firms specialist knowledge of the NHS Pension Scheme.

Ian is also an active member of the Investment Committee where he develops strategies to create and manage wealth, aimed at helping clients achieve peace of mind knowing that their financial needs are being professionally looked after and in line with their needs.

Skills In Focus

  • NHS Pension
  • Investment Strategies
  • Portfolio Management
  • Strategic Financial Planning
  • Wealth Management
  • Inheritance Tax Planning
  • Planning for Retirement

In Ian's Words

"What I believe makes us successful is our approach to clients. We consider each client's individual circumstances and create bespoke solutions, rather than simply selling products off the shelf.

We respect the fact that we are managing someone's money, pension fund or inheritance and not just an account number, so we always deliver our advice in a clear and simple manner which they can fully appreciate, and endeavour to meet their expectations in a realistic way.

By continually testing portfolios and developing better solutions, we can deliver the best possible results. It's about being focused and caring about our clients in 'real terms' by treating their money and needs with the utmost respect."

  • Very smooth changeover to BW, with good communication at all times. Very efficient in the production of the accounts (as promised) and the Partners are delighted with the advice received to date.

    Paul Atkinson, Practice Manager
    Netherfield House Surgery, Northumberland
  • BW Medical Accountants have a good working knowledge of General Practice and are keenly aware of the challenges Practices face within the changing environment of the NHS.  Benfield Park have been very impressed by the way BW Medical continue to deliver the range of services they provide from Accounts to Tax and NHS Pension advice. 

    We have found Practice consultation and engagement from BW Medical specifically helpful to shape the future of the Practice.

    Jonathan McCutcheon, Practice Manager
    Benfield Park Medical Group, Newcastle
  • We had no hesitation in moving to BW Medical Accountants.  For any business your accountant is integral, and for us one of the most important factors to this relationship is to have a personal and trusting approach, which BW have undoubtedly achieved. 

    The service we receive and the interest they show in our practice assures us that they have a genuine interest in us and commitment to us.  More importantly they are always helpful and polite to answer even the dumbest of questions!  They give us confidence and reassurance knowing that they are always very up-to-date with all the numerous changes within general practice and we would have no hesitation in recommending them to other practices seeking a professional and personal accountancy service.

    Jackie Rotherham, Practice Manager
    The James Street Family Practice, Lincolnshire
  • We moved to BW Medical Accountants in 2013 and we are delighted that we have.  Having been in the same business for over 20 years it is important to have a relationship with the accountancy team but most importantly you need to have trust.  We made the decision to move our business to BW Medical Accountants and having worked with the Team especially Tina we are very satisfied.  Tina going through the accounts brought to our attention many things that I was not aware of in the past.  The first years' experience can only be described as excellent.

    Customer service is first and foremost with BW and this shines through as each and every one of them are approachable, helpful and most importantly understand and know the business.  General practice is complex and is going to get more complex in the coming years.  We need Accountants who truly understand our business. We as a practice and as individuals would certainly recommend BW Medical Accountants.

    Gloria Middleton, Managing Partner
    Westbourne Medical Group, Sunderland
  • We changed to BW Medical Accountants during this financial year and I would say we have just had the most transparent and understandable end of year meeting and the best planning advice I have ever had in 16 years of practice.

    Dr H Jervis, Partner
    Temple Sowerby Medical Practice, Cumbria

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