Strategic Thinking. Measurable Growth

It’s more than just the numbers — it’s about understanding what you need.

0800-098-6183

Why Choose Us?
Why Choose Us?        

Smart decisions start here.

We don’t rest on past success — we build on it. Our reputation for excellence is matched by a forward-thinking, entrepreneurial mindset that keeps us ahead of the curve.

In personal finance, growth isn’t just measured by returns. It’s about building a stronger, more resilient financial future. That’s why we offer clear, strategic guidance to help you invest with confidence.

We believe consistent performance and high standards are key to long-term success. Our commitment to continuous improvement ensures we deliver outstanding service every step of the way.
Elevate Your Business Success
Partner with us for exceptional administrative solutions.

Tailored strategies. Real-world results.

Advisory Services

We work closely with business owners and key decision-makers to craft strategies that unlock growth, improve performance, and navigate complex challenges.

Exit Strategy

As appointed Exit Strategists for The Insolvency Service, we assist retail investors in recovering value from UK-based investments affected by company liquidation.

Asset Management

Our approach focuses on building and preserving wealth by managing investments that align with your goals and offer long-term value.

Venture Capital

We help connect emerging businesses with capital and guidance, supporting innovative ventures that show strong potential for growth.

Business Development

We support businesses in identifying new opportunities, forming strategic partnerships, and accelerating sustainable growth.

Wealth Management

We provide holistic financial planning and investment solutions tailored to individuals and families, ensuring a personalised path to long-term financial security.

Tailored strategies. Real-world results.

THE OPPORTUNITY

WHAT WE OFFER

OUR EDGE

Stephen Moore

Head of Accounts

Stephen Moore leads our financial accounts department, overseeing all account management, reconciliation, and reporting. With a strategic mindset and strong leadership, Stephen ensures accuracy, compliance, and smooth coordination across all financial operations.

Elizabeth Newman

Head of Treasury

Elizabeth Newman oversees the company’s liquidity, funding, and financial risk management. With deep expertise in cash flow planning, capital strategy, and market risk, Elizabeth ensures we stay financially agile and secure. From managing banking relationships to guiding treasury policy, Elizabeth leads with precision and foresight.

Mark Davy

Finance Officer

Mark Davy supports the day-to-day financial operations, ensuring transactions are recorded accurately and reports are up to date. From managing ledgers to assisting with audits, Mark plays a vital role in keeping our financial processes smooth, reliable, and compliant

Natasha O’Reily

Operations Coordinator

Natasha O’Reily keeps the wheels turning behind the scenes, coordinating workflows and making sure nothing slips through the cracks. From streamlining internal processes to supporting cross-team projects, Natasha plays a crucial role in keeping day-to-day operations efficient, organised, and on track.


  • The News Building Shard Quarter, 3 London Brg, London SE1 9SG, UK
  •  Mon-Fri - 08:00-19:00
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Registered  in England and Wales, No. 09216036, with a registered office at 4b, Hunt Lane, Atherstone, Warwickshire, CV9 3LH. Copyright © 2019 Green Lee Financial LTD - All Rights Reserved. | Privacy Policy | T&Cs.