WFI Financial

Our Advisers

Lee Thompson FPFS


Lee has worked in financial services since 1997 after graduating from The University of Sheffield with a degree in Accounting and Financial Management. Lee has been advising for over 12 years and is a Chartered Financial Planner and a Fellow of the Personal Finance Society, having completed the requisite amount of exams and practical experience.

Lee is a holistic adviser but specialises in Pension and Investment advice having obtained advanced qualifications in these areas. In addition to regular retirement and investment vehicles Lee also advises on more complex matters such as Occupational Pension advice, Flexible Retirement Options and Inheritance Tax planning.

In his spare time Lee enjoys golf and running and has used the latter to raise funds for local charities such as Sheffield Children's hospital.


Sheffield Office

WFI House,
2 Queens Road,
Sheffield, South Yorkshire S2 4DG

T: 0114 2758882
F: 0114 2758001

Derby Office

WFI House,
5 Brunel Business Park,
Brunel Parkway,
Pride Park DE24 8HR

T: 01332 296 222
F: 01332 296 333

Lincoln Office

Greetwell Place, Limekiln Way,
Greetwell Road,
Lincoln LN2 4US

T: 01522 548 070
F: 01522 548 071

Grimsby Office

27 Louth Road,
Scartho, Grimsby,
North East Lincolnshire
DN33 2ER

T: 01472 278 800
F: 01472 276 422