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Jacqueline Lee-Lis

Jacqueline Lee-Lis of Julian Harris Financial Consultants is based in Oxted. Jacqueline has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD9A - Advising on P2P agreements

Previous Employment:
Perspective (North) Limited20/03/2012 to 30/05/2014
Financial Connection Wealth Management Limited20/03/2012 to 28/05/2014
Financial Connection IFA LLP02/11/2010 to 16/05/2012
Financial Connection16/05/2003 to 30/12/2010
Financial Connection Ltd09/02/2004 to 30/12/2010
Financial Services Advice and Support Limited09/02/2004 to 30/12/2010
Lifeboat Financial Advisers Limited21/01/2003 to 04/06/2004
Andrew Copeland Financial Services Limited22/04/1999 to 02/01/2003
Countrywide Independent Advisers Limited01/12/2001 to 18/12/2002
My Pension Expert