Jake Lee

Mortgage & Protection Adviser

jake.lee@colfinancial.co.uk

07944 655900

Important details

Qualifications

Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

On the job

Jake helps first-time buyers, home movers, and those remortgaging, as well as self-employed clients, landlords, and portfolio investors.

He specialises in adverse lending, shared ownership, and a full range of protections solutions including life, critical illness, income, and business protection, ensuring clients received tailored advice that meets their needs and supports their goals.

Off the clock

When he’s not helping clients, Jake is busy spending time with his family. He also loves getting out on the golf course whenever he can.

Spotlight questions

My proudest moment as a financial planner was:

Passing my CeMap exams.

The three things I love most about my job are:

Learning something new every day, problem solving and solution finding, and making a real difference to people’s lives.

If you could have dinner with any historical figure, who would it be?

Tiger Woods.

If you could master any skill instantly, what would it be?

The guitar.

What’s a destination still on your bucket list?

Las Vegas.

What’s a film or TV series you never get tired of watching?

Saving Private Ryan.

What’s a fun fact about you that surprises people?

I am currently the men’s club champion at my local golf club!

Your team

The people behind your financial journey

We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.

Meet your team