Lee Jacobs

Lee Jacobs Email and Phone Number

Financial Planner @ Finli (G&P) Ltd
United Kingdom
Lee Jacobs's Location
United Kingdom, United Kingdom
Lee Jacobs's Contact Details

Lee Jacobs work email

Lee Jacobs personal email

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

Lee Jacobs's Current Company Details
Finli (G&P) Ltd

Finli (G&P) Ltd

View
Financial Planner
United Kingdom
Website:
fa92group.com
Employees:
117
Lee Jacobs Work Experience Details
  • Finli (G&P) Ltd
    Financial Planner
    Finli (G&P) Ltd
    United Kingdom
  • Gale And Phillipson
    Wealth Planning Adviser
    Gale And Phillipson Jul 2011 - Present
    London, United Kingdom
    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
  • Saunderson House Ltd
    Assistant Financial Planner
    Saunderson House Ltd Jun 2007 - Jul 2011
  • John Lewis
    Programmer, Pensions Department
    John Lewis Sep 2005 - Apr 2007
    London, United Kingdom
  • John Lewis
    Programmer On Graduate It Scheme
    John Lewis Mar 2002 - Sep 2005
    London, United Kingdom

Lee Jacobs Skills

Wealth Management Investments Financial Planning Pensions Finance Portfolio Management Management Wealth Financial Services Investment Management Chartered Financial Planner Investment Advisory Retirement Planning Inheritance Tax Planning High Net Worth Individuals Investment Strategies Asset Management Asset Allocation Wealth Management Services Retirement

Frequently Asked Questions about Lee Jacobs

What company does Lee Jacobs work for?

Lee Jacobs works for Finli (G&p) Ltd

What is Lee Jacobs's role at the current company?

Lee Jacobs's current role is Financial Planner.

What is Lee Jacobs's email address?

Lee Jacobs's email address is le****@****ail.com

What skills is Lee Jacobs known for?

Lee Jacobs has skills like Wealth Management, Investments, Financial Planning, Pensions, Finance, Portfolio Management, Management, Wealth, Financial Services, Investment Management, Chartered Financial Planner, Investment Advisory.

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