Lee Haygart Apfs

Lee Haygart APFS is an experienced financial professional serving as Associate Director and Chartered Financial Planner at Evelyn Partners since February 2017, specializing in advising high net worth individuals on wealth optimization. Expertise encompasses pensions and retirement planning, inheritance tax planning, divorce planning, financial modeling, investment advice, and income planning. Prior roles include Wealth Paraplanner, focused on cashflow modeling and estate planning at Evelyn Partners, and Paraplanner/Assistant Investment Strategist at Bradbury Hamilton, where skills included estate planning and technical fund analysis. Earlier experience as Investment Services Account Executive at Hutchinson & Co Trust Company involved due diligence on investment projects. Lee Haygart holds a Bachelor of Science (BSc) degree in Biological Sciences from the University of Exeter.