- Financial Advice
- Mortgages
- Insurance
- Pensions
- Inheritance Tax
- Wills Advice
- Investment Advice
- Commercial Finance
about us
Thinking today
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About Lee Associates
Formed in 2005
The company was formed in 2005 by merging two successful financial services businesses run by Roger Lee, Jenny Lee and Julian Martin-Redman who are the founder principals and executive directors. Lee Associates is authorised and regulated by the Financial Services Authority.
Lee Associates Partnership
Roger and Jenny were the principals of Lee Associates Partnership, which specialised in pension, individual protection and mortgage advice, predominately to the individual and built a successful business over a 19-year period.
Emenex Financial Limited
Julian was the founder of Emenex Financial Limited an FSA regulated investment business, which he set up having spent 20 years in the city of London as a qualified stockbroker and developing technology platforms for private clients.
LAWS
A separate company called Lee Associate Willwriting Services (LAWS) offers services in those areas that are not regulated by the Financial Services Authority, such as estate planning, tax advice, trust creation and Will writing.