Lee McDowell

About Lee

I have worked in financial services for over 30 years as a strategic sales and marketing professional and have specialised in IFA sales for over 25 of those years. I am passionate about offering a very high standard of service to our external advisers for the benefit of their clients whilst building and supporting strong sales teams to deliver high growth. Initially I worked at a major bank, then at Norwich Union to develop the IFA business in London where I completed CFA IMC – Part 1 and the CII Advanced Financial Planning Certificate. I then moved to Legal & General where I was a corporate pension specialist and helped launch their offshore business, L&G International Ireland. I joined Canaccord Wealth in 2022 as part of the acquisition of Psigma Investment Management where I was head of business development.

I hold a level 7 diploma in strategic sales management, a masters in sales management from the University of Portsmouth Business School and am a Chartered Fellow of CIM.