Home

Comprehensive, Bespoke and Independent Financial Planning

There's never a wrong time to start planning for your future.
Whether you are financially established (or just starting out), approaching retirement or already retired, navigating the financial landscape can sometimes feel daunting - it doesn't have to, and you don't have to embark on the journey alone.

Building a plan that's as unique as you are.

Getting to know you

Forming a bond and understanding your needs are the foundations of building a successfull plan.
Button
Analysis

Full analysis undertaken to establish your current position, the suitability of any plans already in place, and what may be required to meet your future needs.
Button
Preparation

Following our analysis we'll prepare your plan - completely bepoke and unique to your individual circumstances.
Button
Presentation

Once complete, we'll meet again to present, discuss and agree your plan.
Button
Implementation

After we've agreed your plan with you, we'll take the necessary steps to implement your plan.
Button
Review

After implementing your plan we'll arrange to meet with you, at least on an annual basis, so we can review your plan and update it where necessary.
Button

How can we assist you?

Pensions

Whether you're just starting to save for retirement, approaching retirement or considering your options in retirement, we can help you plan for the future you want.
Button
Savings & Investments

Let us help you make sure you're money is working hard for you.
Button
Equity Release

Equity Release (Lifetime Mortgages) can be utilised as an effective method of providing income in retirement.
Button
Mortgages

Buying your first home, buying a new home, remortgaging, downsizing - whatever your mortgage needs, we have whole of market access to find the right mortgage for you.
Button
Protection

Protecting yourself from unforseen events cannot be underestimated, nor can the peace of mind that being protected will bring.
Button
Corporate / Business

From providing benefits such as life cover to your employees, protecting key personel, or planning for business succession, we can assist with implementing a plan tailored to you and to your business.
Button

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

Getting to know you

Analysis

Preparation

Presentation

Implementation

Review

Pensions

Savings & Investments

Equity Release

Mortgages

Protection

Corporate / Business