At work
Jeannie has worked in financial services for more than 40 years, starting with Lloyds Bank then moving into the IFA market in 2012.
Her role is to ensure that personal reports are produced effectively for clients, including pensions and investments with the associated tax planning.
At home
Jeannie plays competition golf both in England and abroad. She walks with a rambling group in the most idyllic parts of Derbyshire, alongside her beloved Cocker Spaniel dog – who walks with her everywhere!
Contact us
If you would like to find out more about how we can help you, just get in touch using our online contact form.
ScottLee Financial Planning LLP is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. ScottLee Financial Planning LLP is entered on the Financial Services Register (www.fca.org.uk/register) under reference number 926004.
Registered Address: St Helen’s House, King Street, Derby, United Kingdom, DE1 3EE. Registered in England & Wales No.: OC431647
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
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