Lee Robertson is a financial planning veteran of over thirty years experience. After selling the practice he founded to his team he co-founded Octo Members Group, a community of over four thousand cross-industry financial services professionals as well as acting as a non-executive director and adviser to several practices.

Known for his uncompromising standards he is a regular speaker, writer and contributor to the sector speaking across his particular interests of financial planning, client experience, digital marketing and personal brand, as well as judging on many sector awards. Along the way as a financial planner he was named Wealth Manager of the Year by Spears amongst many other personal and business awards.

Outside of financial services, he is a Past Master of the Company of Entrepreneurs, is a Visiting Lecturer on digital media on the Digital Media MA course at Westminster University and is known as something of a committed networker.