Wednesday Mar 16, 2022

Her Future Bright Series - The World Of Fintech with Tessa Lee

In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Managing Director at moneyinfo, Tessa Lee.

With more than twenty years of experience working in financial advice and fintech, Tess joined moneyinfo in 2010 and took over as Managing Director in 2016. She loves tech and is passionate about delivering well-designed solutions to advice firms big and small. Her belief that our people and our clients must be at the very heart of what we do informs her approach to software delivery and supporting clients in the roll-out and adoption of moneyinfo. Tess has directed several large-scale programmes, delivering client-facing and advice tech solutions for wealth managers, DFMs, and financial planners. She has extensive programme and project management experience and holds several CII Financial Planning qualifications.
But while she's not running the show here at moneyinfo, Tess can be found running around the hockey pitch, or running round the park with her German Shepherd, Keira. Always first to the karaoke to blast out some Whitney, Tess is a sucker for an 80s classic! An avid card player, Tess hopes she wins the 'Million Dollar Bill' and isn't left saying 'I have Nothing' at the end of the game!
If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.

Join the community, on Instagram - @herfuturebright
Connect with Tessa at: LinkedIn

Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.