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Chartered Financial Planner & Fellow of the CII

Jennifer Lee

 Jenny gained a first-class honours degree in Mathematics and Finance at the University of Exeter. The relevant modules undertaken by Jenny were Microeconomics, Statistics, Vectors and Matrices, Financial Markets and Decisions 1&2, Introduction to Accounting and Finance, Calculus and Geometry.

Jenny has achieved the Diploma in Financial Planning as awarded by the Chartered Insurance Institute (CII) and the Advanced Diploma in Financial Planning. Jenny is a Fellow of the Personal Finance Society and a Chartered Financial Planner. Jennifer advises both new and existing private clients.

“I love spending time with my family and friends, baking, walking, going to the gym, playing a competitive board game and eating!”


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