Jacqueline Lee-Lis

Jacqueline Lee-Lis

Jacqueline Lee-Lis LLB (Hons), APFS, EFP

Jacqueline Lee-Lis is one of the UKs leading specialist Chartered Financial Planners. In a career spanning over 30 years, Jacqueline has built a reputation on outstanding service, simplifying complex areas of advice and, backed by specialised qualifications, has played an instrumental role in supplying solutions to private individuals and corporate clients.

In a world of ever changing and more complex legislation, Jacqueline has always remained ahead of the game and is perfectly equipped with the skills, experience and knowledge to provide guidance in all areas of your financial planning.

Chartered Status - The Ultimate Symbol of Professionalism

Genuine professionalism has never been so valued - or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today's "Gold Standard" of excellence and integrity. Take a look at the video below for further information about the "Gold Standard".

FAA 2 - PFS ENDFRAME from CII group on Vimeo.

Jacqueline Lee-Lis is an adviser with Julian Harris Financial Consultants, authorised & regulated by the Financial Conduct Authority, FCA No. 153566. Registered office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also effect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on an individual's unique circumstances.

Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Please note that some mortgages such as commercial Buy-To-Lets are not regulated by the FCA.

Equity release may involve a lifetime mortgage or a home reversion plan. To understand the features and risks, ask for a personalised illustration. Equity release may impact the size of your estate and it could affect your entitlement to current and future means-tested benefits.

The FCA does not regulate the provision of advice for periodical payments, tax or trusts.

All content on this website is aimed at UK taxpayers or residents of MiFID countries (if applicable).

Decisions should not be taken based solely on the content of this website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change.

The firm is not responsible for the content of any external links.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

Jacqueline Lee-Lis LLB (Hons), APFS, EFP

jackie@leelis.co.uk

Copyright © 2023 Jacqueline Lee-Lis. All rights reserved.

Share by: