1983-1987: Administrator in Head Office of Abbey Life; pensions and life assurance administration
1987–1989: Life and Pensions Inspector for Friends Provident
1989 – 2020: started financial advice firm Ethical Investors. This firm has always dealt exclusively in ethical and responsible investment advice.
In 1998 he worked with colleagues from Ethical Investors to establish an independent ethical research company (Ethical Screening) and in 2010 he launched Australia’s first animal-friendly Superannuation fund (Cruelty Free Super). In 2011 he was awarded an OBE for ‘services to ethical business and finance’. In October 2020 he co-launched ESG Accord, an adviser support business assisting firms to implement robust compliance procedures to meet sustainability preference requirements.
Lee is currently part of the FCA’s DLAG (Disclosures and Labels Advisory Group), and undertakes consulting work for fund management companies and DFMs on ESG and Sustainable Finance related issues.