Jake Lee

Jake Lee Email and Phone Number

Financial Adviser at Allard Wealth Ltd @ Allard Wealth
Jake Lee's Location
London Area, United Kingdom, United Kingdom
About Jake Lee

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!

Jake Lee's Current Company Details
Allard Wealth

Allard Wealth

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Financial Adviser at Allard Wealth Ltd
Jake Lee Work Experience Details
  • Allard Wealth
    Financial Adviser
    Allard Wealth Aug 2022 - Present
    London Area, United Kingdom
  • Allard Wealth
    Associate Adviser
    Allard Wealth Aug 2021 - Aug 2022
    London, England, United Kingdom
  • Mark Carr & Co Ltd
    Accounts Assistant
    Mark Carr & Co Ltd Oct 2020 - Jul 2021
    Brighton, England, United Kingdom
  • Unl Chartered Accountants
    Accounts Assistant
    Unl Chartered Accountants Mar 2018 - Sep 2020

Jake Lee Education Details

  • Oakmeeds Community College
    Oakmeeds Community College
    English, 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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