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Lee Burrill

Technical Administrator

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After leaving school in 1989 and a brief but memorable stint in Her Majesty’s Royal Air Force I joined Alexander Consulting Group (now Aon) in 1990 where I did exams in Qualification in Pensions Administration (QPA) and mainly dealt with Final Salary Scheme calculations. I moved on in 1994 to a Bradford based IFA, Sydney Packet (Life & Pensions) Ltd where I crossed paths with Phil Hirst. I worked there for nearly 11 years until I left in 2005, not long after they merged with Yorkshire Investment Group (YIG) in their Leeds office. I joined Beaumont Robinson in Bradford shortly afterwards, where I met Russell and Jonathan. I continued my administration role here as one of the key adviser support team and completed my Financial Planning Certificate qualifications before I started my current role in February 2011 as a Technical Administrator and now Administration Manager. I have many years’ experience working with Financial Advisers dealing with a wide range of client needs which will help me develop my Technical role.

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I love keeping fit, visiting the gym as much as I can and I am an avid runner, having run several half marathons my next hurdle is running a marathon! I have 2 teenage children a boy currently in college and a girl in high school.

Victoria House

Bradford Road

White Cross

Guiseley

Leeds 

LS20 8NH

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01943 871638

info@watsonfp.com

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E L Watson Financial Planning Ltd is registered in England and Wales no. 05383444. Registered office: Gresham House, 5-7 St Pauls Street, Leeds, LS1 2JG +44 (0)113 297 6789

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Authorised and regulated by the Financial Conduct Authority. E L Watson Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/under reference 433052

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If you wish to register a complaint, please write to us at the address above or email us at info@watsonfp.com

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A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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