Lee Millard Email & Phone Number

England, United Kingdom

I am thrilled to have been invited to join the Advanced Financial Planning exam panel. As an industry specialist my voluntary role will aim to help develop the exams and qualifications run by the CISI in the Financial Planning subject areas. In becoming an industry specialist my role includes: Being a member of an exam panel Writing questions to be included in the CISI exams Developing the CISI subject workbooksI am looking forward to helping the profession and future practitioners and am excited by collaborating with likeminded specialists that advocate financial planning.

Key Financial Planning, was created with an ambition to provide a truly holistic financial planning service. We are here to help you understand how a piece of advice benefits your long term financial goals. We take a refreshing approach to map out your financial journey. Our methods allow us to work alongside you making sure you keep on track through life’s unexpected U-turns. Our comprehensive financial planning offering will simplify your life and enable you to rest easy, knowing that you’re on track for success. We work with individuals to plan for their future, help them avoid costly mistakes, allowing them to thrive in their careers and in retirement.Why make a financial plan?It pinpoints individual goals you are looking to achieveIt allows us to identify the best methods to achieve themAllows you to have clarity and certainty on your financial freedomGives you peace of mind and control over your future

FX & MM sales professional offering bespoke treasury solutions to new and existing Corporates. Extensive client base ranging from SME to FTSE 100 companies.

Managing a portfolio of 200-250 SME clients, establishing, developing and maintaining business relationships. Providing facilities for cashflow and capital expenditure requirements. Also offering broad range of products across the group, ranging from electronic payments services to financial planning.

Enhancing the service proposition for the group by acting as relationship manager for Mortgage Brokers across the East and West Midlands.