The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Claire Lee
Chartered Financial Planner and Company Director
I believe the client's needs should always be at the forefront of everything we do - and not only that, but that we appreciate that to many clients investing their money is a step into the unknown and can leave many anxious. We operate a very warm and friendly company and I hope that this feeds through to our clients so they feel they can ask any question they want and gain confidence when discussing their pension and investment requirements with us so ultimately they not only get a good solution, but they feel secure and comfortable with it.
Outside of work I enjoy getting away in my campervan and fishing!
Eden Campbell
Financial Planner
I’ve had the privilege of working with Claire in financial services for the past 10 years. Throughout this time, I have successfully progressed through various roles and, after years of dedication, achieved my Diploma in Financial Advice in May 2023, becoming a fully qualified Financial Advisor.
Many people are surprised when I tell them I’m passionate about financial advice, but it’s true! I’ve witnessed firsthand the value it adds to our clients’ assets and the emotional relief that comes from knowing we’re there to guide them through every financial stage of their lives.
My greatest motivation in life is my two sons, Roman and Frazer. We love exploring the Welsh mountains on weekends and enjoying the great outdoors together.
Bobby Cash
Senior Administrator
I joined Beech Tree in August 2020 and came into a completely new career having not working in finance before. Since then, I have worked my way up to become a senior administrator. I support Claire and Eden with their clients and I’m likely the person you’ll speak to if you call the office!
Outside of work, I like to spend time with my wife and 3 young children, I enjoy watching and coaching football and I also host/MC events and shows in my spare time.
Peter Dyson
Senior Administrator
Having started my working career with the NatWest Bank in 1979, I was there in a combination of various roles including retail banking and financial planning until the end of 2012 After only six months of 'retirement' after accepting an early retirement/redundancy package I realised that I wasn't ready to give up work. Since then, I joined Claire when Beech Tree commenced where I have the role of Senior Administrator.
Having been a lifelong Manchester City supporter I have seen all the highs and lows that came with that. In my spare time I enjoy fishing, playing snooker and compiling general knowledge quizzes.
Michael Stott
Administrator
I joined the team in May 2023, bringing a fresh perspective and a dedication to excellence in administrative support. Initially joining as a member of the administration team, I’m now diligently working towards my paraplanner qualification. My commitment to professional growth and development is evident from my evolving role within the company.
In my current position, I’m responsible for a variety of crucial tasks, including report writing, case work, and supporting our financial advisers with their advice. My attention to detail and proactive approach ensure that our clients receive the highest level of service and support.
Outside of work, I’m an avid outdoorsman who enjoys hiking and exploring quarries. I treasure quality time with my partner, Eden, and our two children.