Jacqueline Lee-Lis

Employed

Though it may seem some way off, it's never too early to start formulating plans that will allow you to comfortably retire. It is important that nothing is left to chance so appropriate planning is a must - the ultimate goal being that your retirement provision outlasts you and not the other way around.

Generally we're healthier and living longer than at any point in history. In the future, it might not be unusual to spend nearly as long in retirement as in employment. Our retirement planning service is designed to provide an idea of the monthly savings you’ll need to fund your retirement, identify any gaps, and help plan for any unforeseen circumstances.

No matter what stage you’re at right now, flexibility is key, as your needs will change just as your earnings and career evolve. This is why we offer a service that’s personal to you. By working with you and implementing a plan, we'll put you in control, so that you can be confident about your future pension provision.

Jacqueline Lee-Lis is an adviser with Julian Harris Financial Consultants, authorised & regulated by the Financial Conduct Authority, FCA No. 153566. Registered office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also effect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on an individual's unique circumstances.

Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Please note that some mortgages such as commercial Buy-To-Lets are not regulated by the FCA.

Equity release may involve a lifetime mortgage or a home reversion plan. To understand the features and risks, ask for a personalised illustration. Equity release may impact the size of your estate and it could affect your entitlement to current and future means-tested benefits.

The FCA does not regulate the provision of advice for periodical payments, tax or trusts.

All content on this website is aimed at UK taxpayers or residents of MiFID countries (if applicable).

Decisions should not be taken based solely on the content of this website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change.

The firm is not responsible for the content of any external links.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

Jacqueline Lee-Lis LLB (Hons), APFS, EFP

jackie@leelis.co.uk