Electrician to adviser: Lee Whelan's lightbulb moment

Lee Whelan was born, brought up and still lives in Liverpool. On leaving school, like many of his friends and family, he decided to train as an apprentice and chose to be an electrician. Whelan qualified and joined a business in Liverpool. However, when the first lockdown began in 2020, his employers put him on furlough.  A friend of Whelan's who goes to the same gym and works in investment management told him about his job and explained more about the world of finance. He suggested that the 'sparky' should think about becoming a financial planner. What Whelan really enjoyed as an ...