Lee Nguyen

I joined Chadwicks in 2020 after graduating with a First‑Class Honours degree in Economics from the University of East Anglia, where I developed a strong interest in applied economic analysis. One of the highlights of my studies was writing a paper on the Competitiveness & Uncertainty of Outcomes in NASCAR, which was published in the Norwich Economic Papers. As part of my ongoing connection with academia, I also sponsor consultancy‑based dissertations for current Economics undergraduates at UEA, supporting the next generation of researchers as they explore real‑world financial challenges.

Now a Chartered Financial Planner, I specialise in corporate financial planning and helping business owners, professionals, and families build long‑term security around their finances. My academic experience has strengthened my technical approach to problem‑solving and taught me how to combine data, cashflow modelling, and behavioural insight. These skills now shape the way I build financial plans for clients in an easy‑to‑understand way.

Outside of work, I love spending time with my family (and our eight mischievous cats), tinkering with PCs, modifying my car (which has subsequently become a bit of a money pit), and playing football — apologies in advance, I’m a proud Arsenal fan.

The favourite part of what I achieve is simply being able to help people: building relationships and creating measurable impact in their lives through financial guidance. In addition to my ‘financial planner hat’, I am also Chadwicks’ Head of Innovation and love exploring the exciting ways AI can be practically used to enhance our internal processes and the client experience. If you would like to discuss your financial plan, or if you already have something in place and would like a second opinion, I’d welcome a conversation.