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Tuesday September 26th, 2017 

Our Team

Gary Lee DipPFS

Gary Lee
“I think everybody needs financial advice. Money can be a great cause of worry and stress. It’s reassuring to know that your finances are being managed by someone who can answer any questions you might have.”

Gary has been working in financial services for 20 years, specialising mainly in pensions and retirement planning. Having worked for Friends Provident, Commercial Union, and a pension specialist IFA firm, he became an adviser for Sesame, advising high net worth clients at retirement. Gary and Helen set up their own business, Mulberry Financial Ltd, in 2007.

In his spare time he helps out at the Macclesfield Wheelies Sports & Activity Club with his two daughters. Since becoming a member of CrossFit MaxOn, Macclesfield's first CrossFit gym, he has rediscovered a love of exercise and keeping fit.

Qualifications
Financial Planning Certificate (FPC), G10 (Taxation & Trusts), G60 (Pensions), K10 (Retirement Planning), K20 (Pension Investment Options), SV1 (Savings and Investments), CF9 (Pensions Simplification).


Helen Ditcham

Helen Ditcham
“It’s not just about selling products. People really appreciate a bit of coaching and friendly guidance on how they could reduce their debts or put a few pounds away for the future”.

Helen has over 20 years’ experience in financial services in administration, as an adviser and latterly as an IFA practice manager.

When she is not working, Helen also enjoys working out at CrossFit MaxOn in Macclesfield, as well as walking her beloved whippet Brodie.

Qualifications
Financial Planning Certificate (FPC), G60 (Pensions), K10 (Retirement Planning), K20 (Pension Investment Options), CF9 (Pensions Simplification).


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