lee-travis

Lee Travis DipPFS MLIBF

Independent Financial Planner

Lee began giving financial advice in 1999, and has since then held various management positions including building society manager and CEO of one of the largest training academies for financial advisers in the UK. Lee is a Certified Financial Adviser.

About

Lee started giving financial advice in 1999 and has held various management positions including building society manager and CEO of one of the largest training academies for financial advisers in the UK. Before joining Parkgate in 2020, Lee was a director at the Personal Finance Society and Chartered Insurance Institute, which is the leading professional body focusing on increasing public trust and consumer confidence in financial services. Lee prides himself on delivering excellent service and is passionate about helping decent people have a happier future, by focusing on what matters to clients and creating plans we can control.

Qualifications

Diploma for Financial Advisers (DipFA)
Certificate in Equity Release (ER1)
Certificate in Regulated Customer Care (CeRCC)
Certificate in Regulated General Insurance (CeRGI)
Advanced Certificate in Mortgage Advice and Practice (AdvCeMAP)

Certified Financial Adviser MLIBF

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