Lee Jacobs Email & Phone Number
Financial Planner @ Finli (G&P)
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Lee Jacobs Location
- United Kingdom
Lee Jacobs Work
- Financial Planner @ (July 2011 - Present)
- Assistant Financial Planner @ (June 2007 - July 2011)
- Programmer, Pensions Department @ (September 2005 - April 2007)
- Programmer on Graduate IT Scheme @ (March 2002 - September 2005)
Lee Jacobs Education
- University of Leeds
Bachelor Of Arts (History)
1997-2000 - Haberdashers' Aske's School 1990-1997
Lee Jacobs Skills
- Planning
- Pensions
- Retirement Planning
- Financial Planning
- Sales
- Wealth Management Services
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Chartered Financial Planner
- Financial Services
- Wealth Management
- High Net Worth Individuals
- Investment Strategies
- Microsoft Excel
- Asset Management
- Wealth
- Management
- Inheritance Tax Planning
- Retirement
- Investment Management
Lee Jacobs Summary
- Lee Jacobs, based in United Kingdom, is currently a Financial Planner at Finli (G&P) Ltd. Lee Jacobs brings experience from previous roles at Saunderson House Ltd and John Lewis. Lee Jacobs holds a 1997 - 2000 Bachelor Of Arts in History @ University of Leeds. With a robust skill set that includes Planning, Pensions, Retirement Planning, Financial Planning, Sales and more. Lee Jacobs has 2 emails and 1 mobile phone numbers on RocketReach.
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