Jamie Lee

Jamie Lee

Jamie Lee

Senior Associate

Email: [email protected]

Phone: +603 406 57291

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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