lee-travis

Lee Travis DipPFS

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.

About

Before joining Parkgate in 2020, Lee was a director at the Personal Finance Society and Chartered Insurance Institute, the leading professional body focusing on increasing public trust and consumer confidence in financial services. Lee is proud to delivering excellent service and, by focusing on what matters to his clients and in creating workable plans, is passionate about helping people achieve a happier future.

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)

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