Meet The Team
Lee Wallis
Director/ Chartered Financial Planner
Lee is a Director at Character Financial Services, Chartered Financial Planner and Pension Transfer Specialist. With over 40 years of experience in the sector, Lee has built up an extensive technical knowledge of the industry and uses this, along with a meticulous approach in order to find the right solutions for clients, both individual and business.
Lee is registered and authorised with the FCA. Please click this link https://register.fca.org.uk/s/individual?id=003b000000LW1pJAAT
Away from the office, Lee is married to Julie and has 3 children and 4 grandchildren. When work and family allows some free time, Lee is a keen golfer and has been a lifelong fan of Crystal Palace FC, whilst also being heavily involved in Sutton United FC for a number of decades from player to director and many roles in between.
Paul Blakeney
Director/ Chartered Financial Planner
Paul is a Director at Character Financial Services, Chartered Financial Planner and Pension Transfer Specialist. Paul takes great care in providing expert independent and impartial advice to his clients across all areas of financial services. Paul has continued to invest in his own personal development and training and is expected to be awarded the Fellowship, CII's most decorated qualification, in late 2023.
Paul is registered and authorised with the FCA. Please click this link https://register.fca.org.uk/s/individual?id=0030X000022LsJzQAK
Away from the office, Paul is married to Davina who he shares two young children, Sophie and Rosie. Against his better nature, Paul continues to support Crystal Palace FC where he has a season ticket. Paul is a keen (but not a very successful) golfer, likes running and racquetball.
Dave Hyner
Financial Advisor
I am a highly experienced financial services professional and my aim is to help my clients achieve their long term goals and aspirations. I am also keen to develop a long term working relationship with new clients . Please contact me if you, a friend or family member would benefit from discussing how we may work together to achieve those goals.
Outside of work, I enjoy watching most sports . I also enjoy going to the gym, walking and running. I am also a long standing ( and long suffering ) supporter of Tottenham Hotspur FC.