Jamie Lee

jamie-lee

Jamie Lee

Senior Associate

About

Jamie joined Holborn as a Senior Associate in July 2017 and covers Asia Pacific and Australia. He specialises in UK Pensions, cashflow forecasting and Income generating investments such as International Property.

Jamie has a degree in Financial Services and is Level 4 qualified from the London Institute of Banking and Finance. He also holds various other international financial qualifications.

Qualifications

DipFA (Level 4) – London Institute of Banking & Finance
Financial Planning Certificate 1,2 & 3 Chartered Insurance Institute
Chartered Trust & Estate Planner (CTEP) – American Academy of Financial Management
Ba (hons) Financial Services – University of the West of England

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