Who

Lee Calton

Lee has been working in Financial Services for over 12 years including working for Lloyds Banking Group. In that time he has performed various roles such as Bank Manager & Financial Consultant. Lee has various qualifications including DipPFS (Diploma in Financial Planning), Mortgage Advice (Including Advanced Mortgages) & Equity Release.

Lee believes everyone should feel comfortable seeing a financial adviser & not having to feel you need a certain level of ‘wealth’.

In his free time Lee loves football & cricket along with spending time with friends & family.

Tom Murray

Tom has over 10 years experience in financial services, the majority of this was working within the Lloyds Banking Group however the last 3 years have been with a local independent financial advisor firm in King's Lynn.

Tom has various qualifications including DipPFS (Diploma in Financial Planning), Mortgage Advice & Equity Release.

Passionate about offering advice to all walks of life, it does not matter to Tom if you have £1 or £1 million, He feels everyone deserves the right to have a chat and receive advice.

After hanging up his own rugby boots he still loves to watch local rugby and enjoys socialising with friends and family.

Simon Legg

Simon is our Mortgage, Protection and Equity Release Adviser. He has spent most of his working life in financial services including 30 years at Lloyds Bank starting there in 1976 reaching Branch Manager before moving back to King's Lynn. Simon is a member of the Society of Mortgage Professionals, meaning he is qualified in advanced mortgage advice and equity release.

Simon is married with two sons and enjoys walking, cycling and caravanning. He is a firm believer in independent advice and finding the right solutions for clients from mortgages to releasing equity to enhance clients later life options.

Archie Bobbins

Archie is our Operations Manager with over 4 years experience working in various departments across financial services. He previously worked at another local independent financial advisor.

As a Qualified Mortgage adviser Archie is continuing to complete qualifications to obtain an DipPFS Diploma in Financial Planning.

He believes that the advice given should always be what works best for each individual client, and that everyone should be treated individually. Furthermore as a financial firm he asserts the great importance to build relationships with clients to fully understand their wants and needs throughout the various stages of their life.

A keen sportsman Archie regularly plays an array of sports from football to padel. Aside from trying to keep fit he enjoys discovering some of Norfolk’s hidden gems of great restaurants and pubs, with friends and family.