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Lee McDowell

Photo of Lee McDowell

Head of Intermediaries Business Development

I have worked in financial services for over 30 years as a strategic sales and marketing professional and have specialised in IFA sales for over 25 of those years. I am passionate about offering a very high standard of service to our external advisers for the benefit of their clients whilst building and supporting strong sales teams to deliver high growth. Initially I worked at a major bank, then at Norwich Union to develop the IFA business in London where I completed CFA IMC – Part 1 and the CII Advanced Financial Planning Certificate. I then moved to Legal & General where I was a corporate pension specialist and helped launch their offshore business, L&G International Ireland. I joined Canaccord Genuity Wealth Management in 2022 as part of the acquisition of Psigma Investment Management where I was head of business development.

I hold a level 7 diploma in strategic sales management, a masters in sales management from the University of Portsmouth Business School and am a Chartered Fellow of CIM.

A bit about me:

I enjoy spending time discovering new restaurants, watching rugby and travelling as far and wide as possible. But mostly you’ll find me supporting my family and their netball and rugby teams.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do is the constant search to improve everything we do, personally and professionally. It’s about having a growth mindset and positively enabling the team and oneself to achieve the very best service.


07748 140189

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.