WhatComesNext.Live: Lee Robertson

May 24, 2022

Lee Robertson is a veteran of financial planning having founded and led a highly regarded wealth manager based in the City of London before making the decision to sell his majority share to his former colleagues in 2018.

He is now incredibly busy as the founder and CEO of Octo Members Group, an online community for and by practitioners.

He remains extremely passionate about the financial planning profession and is, therefore, a regular contributor as a speaker, writer, awards judge and conference chair.