COBRA Companies

Lee Wallis, APFS, Managing Director


Lee has over 30 years experience in the financial services sector working both for insurance companies and IFA firms.  Lee’s experience includes managing sales teams, training and developing staff as well as being successful as a client adviser in his own right.  Formerly Branch Manager of the Life Association of Scotland in Croydon and Director of Donald Duncan (Life & Pensions) Ltd which he established in 1982.  Lee joined the industry in 1974 where he became one of the top Sales Consultants for Scottish Amicable.  A strong advocate of Independence and Professionalism, Lee obtained the Advanced Financial Planning Certificate in 1994 and the key G60 Pension qualification in 1999, followed by G70 Investment Portfolio Management in 2003.  Lee is an Associate of the Personal Finance Society and is a past Chairman of the CII Financial Services Group in Croydon.

Warren Fairchild, APFS, Director


Warren joined the Burrows Keith Group Ltd (BKG) in 1992 and became a Director of the Company in 2000.  In addition to his role as an Adviser, Warren has responsibility for the Financial Management of the company.  Warren obtained the Advanced Financial Planning Certificate in 1996 and the G60 Pension qualification the same year.  He is an associate member of the Personal Finance Society.  Warren ’s experience includes working for an insurance company as a Broker Consultant and in the Pension Department of a national firm of Independent Financial Advisers.  He has over 20 years experience in Financial Services.