Lee Hanlon

Founder and Managing Director @Pure Paraplanning Ltd

Swindon, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2019 — Present

Founder and Managing Director @Pure Paraplanning Ltd

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Quality, Efficient and Effective Paraplanning for Quilter Financial Planning Advisers.Our large team of Quilter experienced Paraplanners, Administrators and Specialists provide Paraplanning support to Financial Advisers within all areas of advice and come with a glowing reputation for Quality and Efficiency throughout the Quilter Financial Planning network. Our specialist area is Defined Benefits Pensions and our large team of vastly experienced Paraplanners, and Specialists have overseen the submission of more than 2500 Defined Benefits advice outcomes to Quilter Business Assurance since the inception of Pensions Freedom.

EDUCATION

2003 — 2011

CII

CII - Certificate in Financial Planning, Financial Planning and Services

N/A

CII

GR1 - Group Risk

SKILLS

Critical IllnessFinancial ServicesHealth InsuranceFinancial AdvisoryFixed AnnuitiesPensionsRetirementAnnuity SalesProtectionDefined BenefitWealth ManagementEmployee BenefitsLife InsuranceDefined ContributionInvestmentsInheritance Tax PlanningWealthInsuranceTerm Life InsuranceIncome ProtectionPension AdministrationEstate PlanningMicrosoft ExcelRetirement Planning

ABOUT LEE HANLON

Quilter Financial Planning Network\'s largest outsourced Paraplanning…

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Lee Hanlon — Founder and Managing Director at Pure Paraplanning Ltd in Swindon, GB | Unifers