Business Details
32 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Burgess & Lee, we specialise in delivering tailored wealth management and financial planning services to individuals, trustees, and companies. Our approach prioritises a deep understanding of your unique financial objectives, whether short-term, medium-term, or long-term, and crafting bespoke strategies to achieve them. With decades of experience, we combine in-house expertise with collaboration with external specialists to ensure comprehensive solutions. Our commitment to long-standing client relationships means you receive consistently high service standards, supported by technology that provides real-time visibility of your financial interests.We conduct initial consultations at your home or our offices, followed by detailed analysis and recommendations, with regular reviews to adapt to changing circumstances. Our FCA-regulated framework ensures adherence to rigorous professional standards, and we operate transparently, acknowledging risks associated with investments and currency fluctuations. Headquartered in Bournemouth, we serve clients across the UK, focusing on building trust through expertise, integrity, and client-centric service.
Services
Portfolio Management
Retirement Planning
Estate Planning
Protection
Mortgages
Details
- Year established: 1994
Highlights and features
- We are FCA-regulated financial experts with a client-centric approach
- We collaborate with external specialists to deliver comprehensive solutions
- We prioritise long-term relationships with regular portfolio reviews
- Our transparent process includes clear risk disclosures and compliance
- We leverage technology for real-time financial visibility and engagement
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Portfolio Management
We create and manage diversified investment portfolios aligned with your risk tolerance and financial goals. Our FCA-regulated approach combines market analysis with regular performance reviews. Clients benefit from tailored strategies that adapt to changing personal circumstances and market conditions.
Retirement Planning
Our retirement planning service designs strategies to ensure financial security during retirement. We assess current assets, future income needs, and tax implications to create sustainable withdrawal plans. Clients receive ongoing support to adjust plans as legislation or personal circumstances evolve.
Estate Planning
We help clients structure their assets for efficient transfer to beneficiaries while minimising tax liabilities. Services include will creation, trust establishment, and inheritance tax planning. Our approach ensures your wishes are legally protected and executed smoothly.
Protection
We identify financial risks threatening your assets and income through comprehensive reviews. Our solutions include life insurance, critical illness cover, and income protection policies. Clients gain peace of mind knowing their families and investments are safeguarded against unforeseen events.
Mortgages
We provide mortgage advice covering residential and buy-to-let properties. Our service compares competitive rates across lenders and structures repayment plans suited to your financial situation. Clients benefit from guidance on stamp duty, remortgaging, and equity release options.
Questions
How does Burgess & Lee approach financial planning?
We begin with a detailed consultation to understand your objectives, followed by tailored strategy development and ongoing portfolio reviews.
Are your services regulated?
Yes, we are regulated by the Financial Conduct Authority (FCA) under registration number 160493.
Can I access my portfolio online?
Yes, we provide technology platforms for real-time visibility and management of your financial interests.
Do you offer estate planning services?
Yes, we specialise in creating wills, trusts, and inheritance tax strategies to protect your assets.
What areas do you serve?
While based in Bournemouth, we work with clients across the UK through in-person and virtual consultations.
How often are portfolio reviews conducted?
We recommend annual reviews but may schedule more frequent meetings depending on your portfolio's complexity.
