Lee Wallis

Lee Wallis is a seasoned financial professional with extensive experience in leadership roles within the financial services industry. Currently serving as Director at Gallagher since October 2018, Wallis has also been the Managing Director of COBRA Financial Services Ltd since March 1991, where a team of qualified Financial Planning Consultants develops tailored tax-efficient solutions for clients. Previous positions include Director at Argentis Financial Management Limited, which was acquired by Gallagher, and Chartered Financial Planner at Phoros Client Services, a trading style of COBRA. Wallis's career spans several decades, beginning as Sales Consultant at Scottish Amicable and progressing to Branch Manager at The Life Association Of Scotland. Educational background includes an ONC in Business Studies from Croydon College.