60 second interview with Jonathan Lee

Jonathan Lee, 27/5/2014

Jonathan Lee TEP, Tax and Trusts Departmental Manager, Pearson Jones plc.

What does your firm do?

We are wealth managers with a specialist tax and trust department, comprised of STEP members.

What is your perception of STEP and what does it mean to your business?

STEP is the benchmark of integrity and professionalism. The fact that all our staff are required to train toward the qualification shows what great weight we put behind it.

What do you feel are the main challenges facing your organisation/practitioners at the moment?

At the moment I feel that we need to ensure that the membership of STEP is vital for individuals seeking trust-related advice. I find that we are constantly undoing mistakes made by non-specialist practitioners.

How will you deal with these challenges?

Through continued promotion of the qualification and delivering the message to educate those seeking advice.

What jurisdictions/regions are currently important to your work and why?

All our clients are based in the United Kingdom and as such we focus on these areas. Again, we leave overseas advice to those who specialise in that area.

What’s the best piece of advice you’ve been given?

It’s not about the destination, it’s the journey that counts.

What’s been your career highlight?

Winning the 2009/10 STEP IFA Team of the Year.

Who has been your greatest mentor and why?

My father, who taught me to consider everything and everyone before making snap decisions.

What do you do in your spare time?

I am an author and was shortlisted in the Novel Prize in 2012. My first novel, a black comedy called The Radio was published in April last year.

What’s the best book you have read this year?

The Radio by Jonathan Lee, of course!

What’s your favourite quote?

‘We are what we believe.’ – Frank Turner

Jonathan Lee TEP is Tax and Trust Departmental Manager with Pearson Jones PLC in Leeds. He has worked in the field for nearly 15 years and qualified in 2008. Jonathan trained with Grant Thornton prior to specialising in the field of tax and trusts and was instrumental in establishing Skipton Trustees Limited, the Building Societies’ trust arm.