We have been helping families deal with their financial affairs for over 25 years. Second generation members of some families are clients in their own right. Planning with these families often includes some form of asset protection for the third generation as well.
We are an Accredited Financial Planning FirmTM and have to meet exacting standards each year laid down by The Chartered Institute of Securities and Investment.
Lee Strathy is an independent adviser. We always begin our advice process with an open mind and consider all options. We use a carefully designed filtering system to ensure that clients receive recommendations which are most suited to their circumstances.
We may be a small team at Lee Strathy, but we hold the highest qualifications in our respective fields. We have ready access to and benefit from a very strong team of specialists who provide us with ‘big company’ departmental support as required.
We are a member of EBIS, a group of like-minded financial planners. This acts as our Investment Committee through which we also discuss and resolve financial planning and tax issues.
Details of EBIS can be found here.
James has extensive experience in advising a variety of clients including entrepreneurs, professional advisers, trustees and widows.
He is a Chartered Fellow of the Chartered Institute of Securities and Investment (CISI), a Certified Financial PlannerTM practitioner and Chartered Wealth Manager. He was a Board Director of the Institute of Financial Planning 1994 – 2004 (now CISI). Responsibilities included chairing the Professional Standards Committee for three years and judging of the Financial Planner of the Year Award for several years. James won this award himself in 1993.
In 2008, he co-founded Evidence Based Investment Solutions (EBIS), a group of like-minded financial planners who believe many investors are poorly served by expensive fund managers and inexperienced advisers. This group now functions as our Investment Committee and meets several times a year.
James is married, enjoys gardening, music and travel. When possible, he also enjoys sailing. He has three grown up children.
Estella started her career in financial services in 1990 and began working with James Martineau in 2000. She has continually advanced her level of knowledge and successfully became a technical Paraplanner in 2012. Estella is authorised to give investment advice.
She is an Accredited ParaplannerTM and is a member of the Chartered Institute of Securities and Investment. She holds the Diploma in Professional Financial Advice and Certificate in Paraplanning.
Married with two girls, she enjoys travel, listening to music and sees live bands whenever she can. As an aspiring ballroom and latin dancer she attends regular dance classes.