
Lee Robertson FCSI FRSA
@leerobertson64
Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee.
ID: 437341427
https://www.linkedin.com/in/leerobertsonwealthmanager/ 15-12-2011 08:53:44
19,19K Tweet
5,5K Followers
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My latest post on LinkedIn puts a focus on a brilliant financial planning firm, SmartFinancial and how it led me to think about what I learned @octomembers as I now step away and seek new challenges. linkedin.com/posts/leerober…




2/2…Currently transitioning to full retirement, with plans to pass the business on once the right fit is found. Huge thanks to Kathryn Knowles, PhD Charlie Lee Robertson FCSI FRSA (I know you know)🤗 and so many others for your support 🤗 #Retirement #Gratitude

Great to catch up for a quick blether ahead of the event with Mark Polson and Mark Locke. Really looking forward to the the lang cat Catwalk in London today, hope to see you there folks.



Just an early morning shot of Leith on the way to do some filming with Mark Polson on the subject of, you guessed it, platforms.



A quick screen shot of Mark Polson and I chatting platforms the lang cat in Edinburgh earlier this week. Lots of ground covered as you would expect from Mark. Video session to follow.


Great to catch up with Mark Polson at the lang cat in Leith to chat all things platforms, nascent adviser tech and all they have coming up this year. youtu.be/X3eKs7S8rZo?si…





