Lee Cleaves Email & Phone Number
Chartered Financial Planner @ Amber River Shipman Wealth
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Lee Cleaves Location
- Taunton, GB
Lee Cleaves Work
- Chartered Financial Planner @ (January 2022 - Present)
- Chartered Financial Planner @ (January 2022 - October 2024)
- Chartered Financial Planner @ MHA Monahans Wealth Management (January 2018 - December 2021)
- Chartered Financial Planner @ A C Mole Financial Services (February 2014 - December 2017)
- Business Partnership Manager @ AXA Wealth (July 2011 - January 2014)
- Sales Development Manager @ (June 2010 - July 2011)
- Business Consultant @ (July 2004 - February 2010)
- Broker Consultant @ (January 2004 - June 2004)
- Sales Support Consultant @ (February 2000 - December 2003)
Lee Cleaves Education
- Cardiff University / Prifysgol Caerdydd
BA Hons (Business Studies)
1995-1998 - Chartered Insurance Institute
Fellow Personal Finance Society
2018 - Chartered Insurance Institute
Chartered Financial Planner
2017
Lee Cleaves Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Relationship Management
- Critical Illness
- Estate Planning
- Financial Advisory
- Financial Planning
- Fixed Annuities
- Income Protection
- Inheritance Tax Planning
- Insurance
- Investment
- Investment Advisory
- Investment Management
- Investment Planning
- Investment Strategies
- Investments
- Mutual Funds
- Pension Funds
- Pensions
- Pensions on divorce
- Portfolio Management
- Protection
- Relationship Management
- Retirement
- Retirement Planning
- Savings
- Small Business Retirement Planning
- Strategic Financial Planning
- Strategy
- Wealth
- Wealth Management
- Wealth Management Services
Lee Cleaves Summary
- Lee Cleaves, based in Taunton, GB, is currently a Chartered Financial Planner at Amber River Shipman Wealth. Lee Cleaves brings experience from previous roles at Amber River Shipman Wealth, MHA Monahans Wealth Management, A C Mole Financial Services and AXA Wealth. Lee Cleaves holds a 1995 - 1998 BA Hons in Business Studies @ Cardiff University / Prifysgol Caerdydd. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Business Relationship Management and more. Lee Cleaves has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Lee Cleaves
Lee Cleaves
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Lee Cleaves
Chartered Financial Planner
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Top Amber River Shipman Wealth Employees
Ben Yearsley
Chair, Investment Committee
Bristol, GB
Jo Weekes
Financial Controller
Exeter, England, GB
David Groves
Independent Financial Advisor
Canterbury, GB
Kate McIpd
Head of HR
Bath, GB
Neil Gore
Chartered Financial Planner
United Kingdom
Peter Ellis
Exec. Chair
Exeter, England, GB
Neil Miller
Financial Planner at Shipman Wealth Management
Storrington, GB
David Gardiner
Independent Financial Advisor
Exeter, England, GB
Amanda Fcsi
Chief Executive Officer
United Kingdom
Sarah Smith
Finance Director
United Kingdom
Bradley Goodman
Financial Planner
Exeter, GB
Joy Wisniewski
Financial Planner
Bath, GB
Laura Pfs
Paraplanner
Bath, GB
Amber Blannin
Head of Support Operations
United Kingdom
Rachel Dippfs
Senior Paraplanner
Exeter, GB
Edward Fpfs
Head of Compliance
Bath, GB
Tom McLintock
Financial Planning Manager and Chartered Financial Planner
Bristol, England, GB
Rachel Dippfs
Associate Financial Planner
United Kingdom
Lee Cleaves
Chartered Financial Planner
Taunton, GB
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