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Lee Jacobs Email & Phone Number
Financial Planner
at
Finli (G&P) Ltd
1 work email found
@galeandphillipson.co.uk
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
United Kingdom
Company size
Who is Lee Jacobs? Overview
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Quick answer
Lee Jacobs is listed as Financial Planner at Finli (G&P) Ltd, a with 51 employees, based in United Kingdom. AeroLeads shows a work email signal at galeandphillipson.co.uk and a matched LinkedIn profile for Lee Jacobs.
Lee Jacobs previously worked as Wealth Planning Adviser at Gale And Phillipson and Assistant Financial Planner at Saunderson House Ltd.
Company email context
Email format at Finli (G&P) Ltd
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{first}.{last}@galeandphillipson.co.uk
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AeroLeads found 1 current-domain work email signal for Lee Jacobs. Compare company email patterns before reaching out.
Profile bio
About Lee Jacobs
1) Why me?My aim is to help you achieve the lifestyle you want.2) Qualifications? I am a Chartered Financial Planner and a Fellow of the Personal Finance Society – the highest qualification awarded by the Chartered Insurance Institute. 3) Experience? I have worked in the financial planning industry for over a decade and have experience in helping a wide range of clients at differing stages in the lifecycle. 4) Where? I am based at our Primrose Hill office in North London5) How much?Initial telephone calls and meetings are at no cost or obligation. If you engage with us, our fees are very competitive. 6) Why now? The earlier you start planning your financial future the better. Try us now!7) Who are Gale and Phillipson? Gale and Phillipson is an independent whole-of-market financial planning and investment management firm. 8) Where can I find out more?See www.galeandphillipson.co.uk for further details
Listed skills include Wealth Management, Investments, Financial Planning, Pensions, and 16 others.
Current workplace
Lee Jacobs's current company
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Finli (G&P) Ltd
6 roles
Lee Jacobs work experience
A career timeline built from the work history available for this profile.
Financial Planner
Wealth Planning Adviser
Gale And Phillipson
Gale and Phillipson is an independent whole-of-market financial planning and investment management firm. We provide a wide range of financial planning services to help you manage your financial affairs to meet your life objectives, including: - Savings and investments planning - Protection planning - Tax planning - Estate and Inheritance Tax planning - Retirement and pension planning. We also provide ongoing investment management services. We also… Show more Gale and Phillipson is an independent whole-of-market financial planning and investment management firm. We provide a wide range of financial planning services to help you manage your financial affairs to meet your life objectives, including: - Savings and investments planning - Protection planning - Tax planning - Estate and Inheritance Tax planning - Retirement and pension planning. We also provide ongoing investment management services. We also have a whole of market cash management service to make managing your cash much easier. See www.dcmcash.com for further details.As you would of course expect, we provide you with an efficient and friendly service and have your best interests at heart. We do this for you at a very competitive cost and help you realise your financial goals.We have offices in London, North Yorkshire and Newcastle. We currently manage over half a billion pounds of client money. We are large enough to have scale and be efficient and small enough to be nimble and provide you with a personal service.See www.galeandphillipson.co.uk for further details Show less
Assistant Financial Planner
Jun 2007 - Jul 2011
Programmer, Pensions Department
Sep 2005 - Apr 2007
Programmer On Graduate It Scheme
Mar 2002 - Sep 2005
FAQ
Frequently asked questions about Lee Jacobs
Quick answers generated from the profile data available on this page.
What company does Lee Jacobs work for?
Lee Jacobs works for Finli (G&P) Ltd.
What is Lee Jacobs's role at Finli (G&P) Ltd?
Lee Jacobs is listed as Financial Planner at Finli (G&P) Ltd.
What is Lee Jacobs's email address?
AeroLeads has found 1 work email signal at @galeandphillipson.co.uk for Lee Jacobs at Finli (G&P) Ltd.
Where is Lee Jacobs based?
Lee Jacobs is based in United Kingdom while working with Finli (G&P) Ltd.
What companies has Lee Jacobs worked for?
Lee Jacobs has worked for Finli (G&P) Ltd, Gale And Phillipson, Saunderson House Ltd, and John Lewis.
How can I contact Lee Jacobs?
You can use AeroLeads to view verified contact signals for Lee Jacobs at Finli (G&P) Ltd, including work email, phone, and LinkedIn data when available.
What skills is Lee Jacobs known for?
Lee Jacobs is listed with skills including Wealth Management, Investments, Financial Planning, Pensions, Finance, Portfolio Management, Management, and Wealth.
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