In the same way as we approach our aviation careers, hard work, dedication and always aiming for excellence underpins everything we do. We understand the challenges and triumphs life provides along the way, and our goal is to help our customers reach their dreams while staying financially strong.
DipFA, CEMAP
Lee embarked on his journey into aviation at a young age, with 21 years of flying experience. Having lived both in the UK and abroad, Lee brings a diverse perspective to The Financial Wing.
Since Lee’s affiliation in 2018 with the London Institute of Banking and Finance, he has acquired qualifications including the Diploma in Financial Advice and the Certificate in Mortgages and Protection. Additionally, he attends industry events and dedicated IFA seminars hosted by leading providers and institutions, demonstrating his commitment to professional development.
Before starting The Financial Wing, Lee worked with another business, whom he maintains a strong partnership with. This ongoing collaboration reflects Lee’s commitment to dedication and trustworthiness, values that define his professional approach.
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Estate Planner
After years of flying commercial aircraft, Anthony knows the value of preparation, precision, and clear communication. But it was the personal experience of losing his father that led him down a new path into estate planning.
Navigating the practical and emotional challenges that followed his father’s passing opened his eyes to just how important it is to have your affairs in order. That experience inspired him to train as an estate planner, with a mission to make the process simpler, more approachable, and rooted in real care.
Family is at the heart of everything Anthony does. He’s a devoted dad to two teenagers and shares his home with two lively rescue dogs. When he’s not helping clients plan for the future, you’ll find him out walking with the family, tackling a DIY project, or enjoying a quiet moment in the garden.
His calm, down-to-earth approach shaped by years of responsibility in the flight deck helps clients feel at ease from the very first conversation. Whether you’re making your first Will or updating an existing one, Anthony offers guidance you can trust, with compassion you can feel.
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DipFA, CEMAP
Robert graduated from City University with the air transport operations BSc in 2003. He has since enjoyed 20 years within commercial aviation gaining valuable experience in commercial and personal customer service and deliverables.
Joining the London Institute for Banking and Finance in 2020, Robert has attained the Diploma in Financial Advice and the Certificate in Mortgages and Protection. Robert is an active member of the Next Gen. Financial Advisor community, where he shares knowledge and practices in a rapidly changing global environment. Robert previously worked for another financial services firm prior to joining The Financial Wing.
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At the Financial Wing, it was an obvious choice to work in partnership with New Leaf Distribution. As well as running our businesses with shared values, they allow us to offer several leading benefits to our customers, in particular:
Whole-of-Market Access
Unlike other firms who are restricted to a single or panel of lenders and providers, we have access to the whole of the market. This gives us the freedom to explore a wide range of options, ensuring thar our recommendations are unrestricted and tailored precisely to suit our clients’ circumstances.
Honest Protection Solutions
We will always provide the most appropriate advice based on the right principles, putting in place quality provisions at the most affordable cost.
Dedication to excellence
We prioritise professional development, with our advisors dedicating a minimum of 20% of their time to nurturing industry relationships and staying abreast of developments. This dedication to excellence gives our clients confidence that they are receiving the most informed and up-to-date advice, ensuring the suitability of our recommendations.
Our affiliation with the Walbrook Institute London offers our advisors abundant opportunities to stay updated on industry news, attend pertinent seminars aligning with our services, and foster relationships with our partners.
Our membership within PMS ensures we are best placed to advise on all manner of cases and circumstances, no matter how specialist they may be. With lenders policies changing as frequently as interest rates, we benefit from increased confidence in application submissions when trying to obtain the most favourable outcomes, no matter how complex the case.
Invitation to potential introducers
We are always open to working in partnership with other businesses, groups or associations that share the same values as us at The Financial Wing; a determination to serve our customers with integrity and diligence. For a discussion in this area, please get in touch with us at info@thefinancialwing.com