About Us
Lee Associates was formed in 2005 by merging two very 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 2,800 clients. Ten 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 200 years of knowledge and experience between them.
Lee Associates Partnership (1989 - 2005)
Roger and Jenny were the principals of Lee Associates Partnership, commencing in November 1989 predominately specialised in pensions, individual protection and mortgage advice to individuals and small businesses.
Emenex Financial Limited (1995 - 2005)
Julian was the founder of Emenex Financial Ltd, 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 Associates Willwriting Services Ltd (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.
daily quote
“Joy in living is a woman's best cosmetic! (Rosalind Russell)”