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Lee Jeavons - DipPFS

Lee joined the financial services industry in 1983. He has undertaken a number of roles including managing advisers, as well as a period running his own advisory firm. In 2012, Lee joined Hargreaves Lansdown, and is currently working towards Chartered status with the Chartered Insurance Institute (CII).

FCA reference number: LXJ01059

Lee Jeavons

Qualifications

  • Diploma in Financial Planning
  • Award in Long Term Care Insurance
  • Certificate in Life & Pensions
  • Financial Planning Certificate

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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