James Lee Company Details
Location
Nottinghamshire, Nottinghamshire, United Kingdom
Industry
Financial Services
James Lee's Current Company
Riverfall Financial Ltd
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Industry | Financial Services |
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Location | Nottinghamshire, Nottinghamshire, United Kingdom |
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Industry | Financial Services |
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Location | Nottinghamshire, Nottinghamshire, United Kingdom |
James Lee's Experience and Education
Work Experience
The Cooperative Financial Services
Financial Advisor
2007-08 to 2011-01
Financial Planning Consultant
2014-06 to Unknown
Nottinghamshire, Nottinghamshire, United Kingdom
Independent Financial Advisor
2011-01 to 2014-05
Nottinghamshire, Nottinghamshire, United Kingdom
Lifetime Mortgage And Sales Support Telephony Manager
2006-09 to 2007-06
Paddington, City Of Westminster, United Kingdom
Education
Frequently Asked Questions about James Lee
What company does James Lee work for?
James Lee works for Riverfall Financial Ltd
What is James Lee's role in his workplace?
James Lee's role in his workplace is
Financial Planning Consultant .
Which industry does James Lee work in currently?
James Lee works in the industry
Financial Services.
What schools did James Lee attended?
James Lee attended
The Chartered Institute For Securities & Investment (The Cisi),
and
Chartered Insurance Institute.
What are some of James Lee's skills?
James Lee has skills like
Strategic Financial Planning,
Financial Advisory,
Savings,
Investments,
Inheritance Tax Planning,
Mortgage Lending,
Sipp,
Pensions,
Finance,
Retirement,
Income Protection,
Insurance,
Financial Services,
Retirement Planning,
Wealth Management,
Financial Planning,
and
Protection.
Who are James Lee's colleagues?
James Lee's colleagues are
Andy Allen,
Ameeta Rana,
Sue Richardson,
James Chartered,
Kimberley Davies Phippen,
Shaun Brennan,
and
Ameeta Rana.
Who are James Lee's peers at other companies?
James Lee's peers at other companies are
Sk Khidki,
Nick Psaki,
Sachin Gupta,
Karen Williams,
Adrian Soutter,
Sina Khodkar,
and
Maria Ilie.
Related Employees
Financial Planning Consultant
at
First Comand Financial Services
ngpsaki@firstcommand.com
+1 emails
+1904-2********
+1 phones
Financial Planning Consultant
at
Pantheon Financial Consulting
adrian.soutter@pantheongroup.co.uk
