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Lee Merrett

Lee Merrett of FinancialMerrett Limited is based in Abingdon. Lee has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
True Potential Wealth Management LLP10/02/2014 to 19/05/2016
2 Plan Wealth Management Limited24/06/2008 to 22/04/2014
Quilter Financial Planning Solutions Limited27/04/2005 to 24/09/2008
Millfield Partnership Limited23/10/2003 to 16/05/2005
Bradford & Bingley Limited05/03/2003 to 31/10/2003
Lloyds Bank PLC01/12/2001 to 31/12/2002
Scottish Widows Unit Trust Managers Limited01/12/2001 to 17/07/2002
SW Funding plc01/12/2001 to 17/07/2002
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.