Starting with a plan.
Not a product.

  • Achieve the life you want while living it today.

  • Make meaningful connections with the people who matter most.

  • Feel secure in your future, no matter where life takes you.

  • Know your loved ones will thrive, even in uncertain times.

I want to help you live the life you want, with the money you have.

More than financial products, tax laws, or market returns.

This is how we help you.

  • Life Planner

    Developing a life plan helps you uncover your true goals and aspirations—beyond just financial milestones. Together, we focus on what matters most, ensuring your financial decisions support the life you want to live today and in the future.

  • Financial Planner

    Crafting a financial plan helps us turn dreams into actionable plans. It’s a personalised financial roadmap that aligns your resources with your goals, giving you clarity, control, and confidence in every aspect of your financial life.

  • Financial Adviser

    If needed, I am qualified and certified to help you implement the strategies needed to achieve your plan. From investments to tax efficiency, I ensure the details are taken care of so you can focus on living the life you’ve envisioned.

Here for the conversation, not the commission...

Your life, your story,
your plan.

It’s about who - not how much.

Life is full of opportunities that are often overshadowed by the looming memories of defeat, debt and disappointment. No matter how well things go, beneath the surface of our successes lies a question that lingers too long:

“Will I be okay?”

It’s not an easy question to answer, but there are ways that we can tackle it together. My name is Lee Gleave, and I’m here to help you write the next chapter of your story—a chapter full of passion, purpose and joy.

Are you making the most...

of your opportunity?

In just two minutes, see how you fare across ten key areas of financial planning. Simply score your confidence from 1 to 10, where 1 means you're “Feeling a Bit Unsure" and 10 means “Completely Confident!”

Lifestyle-driven financial planning.

As an independent financial planner with decades of experience, I specialise in helping people like you map out their lives and know their ‘enough’.

I understand the unique challenges of living in a fast-paced, transient region—where opportunities abound but stability isn’t guaranteed.

The Rewards:
A Life Well-Lived

At the heart of every healthy financial decision is a life you want to live. My job is to ensure you have the resources, freedom, and peace of mind to enjoy it fully.

Spending quality time with your family without worrying about money.

Retiring earlier and pursuing passions you’ve always dreamed about.

Giving back or supporting loved ones in meaningful ways—while you’re still here to see the impact.

This isn’t just about financial independence; it’s about living life on your terms, with confidence, clarity and conviction.

Sparking conversations.

(Not pushing products)

A stable financial plan

We all want to feel secure with our finances and know that we can handle life’s surprises and move toward our goals with confidence. But security doesn’t just happen. It’s something we build deliberately, piece by piece, with care and balance. “Financial security and independence are like a three‑legged stool resting on savings, insurance, and...Continue reading→

The adversary of cash

When markets get turbulent or headlines turn grim, many people instinctively retreat to cash. It feels safe, predictable, tangible, and readily available. There’s no volatility, no chance of “losing” money overnight. And for certain purposes, cash is exactly what you need. It’s essential for covering short‑term expenses, building an emergency fund, or giving yourself flexibility...Continue reading→

Ready to work together?

I’m ready to help you reach your goals and create the life you’ve always wanted.

Lee Gleave - Independent Financial Planner

With over 19 years of experience in the financial planning profession, I specialise in helping individuals achieve financial independence and design a future they control.

Qualified through the Chartered Insurance Institute and the Chartered Institute for Securities and Investment, I hold multi-jurisdiction licenses, allowing me to work seamlessly with clients across the UK and the Middle East.

My focus is on empowering clients to take charge of their financial futures, ensuring they can live the life they want and retire on their terms.