About Us
Lee Associates was formed in 2005 by merging two successful financial services businesses run by Roger and Jenny Lee and Julian Martin-Redman, namely Lee Associates, and Emenex Financial Ltd.
Lee Associates Financial Ltd provides independent advice to over 3,500 clients. Thirteen qualified advisers, both male and female, offer face to face advice and they in turn are supported by a dedicated and experienced administration team. This whole team has over 250 years of knowledge and experience between them.
We are committed to giving our clients peace of mind by mitigating risk in all areas of their financial life. This holistic approach requires us to consider the interaction of savings, investment, protection, and estate planning, in order to optimise tax efficiency and retirement income.
LAWS
A fundamental part of our service is our Wills and Estate Planning service. We offer this through a separate company called Lee Associates Willwriting Services Ltd (LAWS).
LAWS offers services in those areas that are not regulated by the Financial Services Authority, such as estate planning, tax advice, trust creation and Willwriting and probate services. However we adopt the same level of processes and qualifications as you would expect from a regulated business
daily quote
“Sound advice is a beacon, good teaching is a light, moral discipline a life-path. (The book of Proverbs)”