Burgess & Lee

At Burgess & Lee Ltd, we are committed to providing tailored wealth management and financial planning services to individuals, trustees, and companies at all stages of their lives. With a focus on understanding your unique financial aspirations and goals, we work alongside you to create a comprehensive plan to secure your financial future.

Our Approach and Values

Our approach to wealth management is founded on:

• Personalized Relationships: We take the time to get to know you, your aspirations, and your financial goals.
• Client-Centric Approach: We prioritize open communication and collaboration, working collaboratively with you every step of the way.
• Transparency and Accountability: We believe in providing clear and concise information about your financial plan and the underlying strategies we employ.
• Long-Term Relationships: We aim to establish lasting partnerships with our clients, offering ongoing guidance and support to achieve your financial goals.

Our Services

We offer a comprehensive range of services to address various financial needs, including:

Portfolio Management

• Building and managing personalized investment portfolios
• Regular review and optimization of your portfolio performance

Savings & Retirement Planning

• Developing strategies for maximizing retirement savings
• Planning for your post-retirement years
• Optimizing your estate plan for tax efficiency

Estate Planning

• Creating a legally-binding estate plan that aligns with your financial and personal wishes
• Ensuring the efficient transfer of wealth to your chosen beneficiaries

Protection & Insurance

• Reviewing your insurance coverage to ensure it provides adequate protection for your financial goals
• Addressing potential risks and vulnerabilities in your financial situation

Additional Services

• Mortgage advice and planning
• Business planning and financial guidance

Working with Us

Our initial consultation is free and without obligation. We would be happy to meet with you to discuss your unique needs and goals and explore how we can partner with you to achieve your financial aspirations.