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Lee McDowell

Head of UK Adviser Solutions

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.

Contact wealth management

If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

If you prefer you can call them directly on +44 20 7523 4500 

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