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Dale Lee is listed as Financial Planning for Life π Cashflow Modelling π Financial Education β at Twigden Asset Management Limited, a with 7 employees, based in Bedford, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Dale Lee.
Dale Lee previously worked as Financial Adviser at Twigden Asset Management Limited and Mortgage Advisor at Maxted & Bareham Financial Services Ltd. Dale Lee holds Dipfa, Financial Planning And Services, Level 4 from Libf.
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As a Financial Adviser at Twigden Asset Management, I bring over seven years of industry experience to the table, offering a comprehensive suite of services tailored to meet the unique financial needs of each client. My expertise extends beyond traditional financial planning; I am dedicated to guiding clients through life's financial journey, ensuring they are well-prepared for every stage. From strategic investment management to pensions and protection, estate planning, and the upcoming addition of Long Term care insurance and later life planning, my goal is to provide holistic solutions that secure your financial well-being. Whether you're looking to grow your wealth or safeguard your future, I am here to support you in achieving your financial aspirations.
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Olney, England, United Kingdom
Working as a Financial Adviser covering Pensions, Investments, Protection and Inheritance Tax. Currently studying Long Term Care and Later life planning with the view to also offer Equity Release in the near future. I can provide holistic intergenerational financial planning and can provide real value to business owners all the way to retirees.
Remote
Mortgage and Protection advisor primarily supporting the new build market with extensive experience in advising first time buyers. Our main lead provider was the market leading Taylor Wimpey, so I had to develop a close relationship with a large multi level corporate, expanding on pre-existing relationships and making my own mark. Iβve developed my knowledge across over 70 lenders to become an expert in the field of providing mortgage and protection advice. Also, I provide advice that meets more complex client needs including portfolio landlords and remortgage clients. Skills extend to handling new government schemes such as the Help to Buy Equity loan. Integral member of the team managing 2 administration staff. Designated support person to train new members of staff on mortgage and protection
Watford, England, United Kingdom
Advice based role in Estate Agency in Mortgages and Protection.Focused on meeting and exceeding my clients expectations by being proactive with communication and putting them at the core of everything I did.Built on knowledge from the Post Office and improved Protection and Mortgage conversions.Improved sales skills by working in a fast paced 2nd largest estate agency group in the UK.Covered 5 offices in 18 months which demonstrates my adaptability to new areas, building strong teamwork quickly and solving different clients needs.
Leighton Buzzard, England, United Kingdom
Financial Services working in an assisted sales role. I helped my customers with their Saving, General Insurance, Protection, Banking and Lending needs. I was responsible for building my own business pipeline. I had to increase awareness of the brand and the services available. My sales figures showed consistent growth backed by great feedback from customers.
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Dale Lee works for Twigden Asset Management Limited.
Dale Lee is listed as Financial Planning for Life π Cashflow Modelling π Financial Education β at Twigden Asset Management Limited.
Dale Lee is based in Bedford, England, United Kingdom while working with Twigden Asset Management Limited.
Dale Lee has worked for Twigden Asset Management Limited, Maxted & Bareham Financial Services Ltd, Connells, and Post Office Ltd.
Dale Lee's colleagues at Twigden Asset Management Limited include Doug Bernard and David Twigden.
You can use AeroLeads to view verified contact signals for Dale Lee at Twigden Asset Management Limited, including work email, phone, and LinkedIn data when available.
Dale Lee holds Dipfa, Financial Planning And Services, Level 4 from Libf.
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