I am a Financial Adviser at Allard Wealth focusing on helping clients to:- Plan their finances- Protect their wealth and loved ones- Preserve what they have built up I had a head start on tax planning from working in accountancy previously, gaining experience in working with a range of clients and learning different aspects of the industry. I soon found a passion for finances and took steps to get the qualifications needed to provide financial advice. Having this background in accountancy has really helped me in the advice I can give to clients and enhances my advice as I have built up an understanding both in the advice and accountancy aspect.Outside of work I enjoy seeing new places, taking on different adventures and all things motorsport!
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Financial AdviserAllard Wealth Aug 2022 - PresentLondon Area, United Kingdom -
Associate AdviserAllard Wealth Aug 2021 - Aug 2022London, England, United Kingdom -
Accounts AssistantMark Carr & Co Ltd Oct 2020 - Jul 2021Brighton, England, United Kingdom -
Accounts AssistantUnl Chartered Accountants Mar 2018 - Sep 2020
Jake Lee Education Details
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Oakmeeds Community CollegeEnglish, Maths, Sciences, Business Studies, Statistics, Geography, Law, Physical Education
Frequently Asked Questions about Jake Lee
What company does Jake Lee work for?
Jake Lee works for Allard Wealth
What is Jake Lee's role at the current company?
Jake Lee's current role is Financial Adviser at Allard Wealth Ltd.
What schools did Jake Lee attend?
Jake Lee attended Oakmeeds Community College.
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