why us

Thinking today
about tomorrows income

The Complete Solution

A Family Firm

We are a family firm. We encourage young associates to develop their business skills and hone them to take over the management from the founders as the business grows

Combining Financial Services

Combining financial services, stockbroking, investment management, tax advice, estate planning and Wills as a single proposition sets Lee Associates apart from other companies.

Fully Integrated Approach

Our fully integrated approach to a client’s needs combines face-to-face advice with technology creating a relationship that is both personal and efficient.

A Solid Reputation

We have built a solid reputation in our home area of Cambridge and its surrounding county borders that allows us to also service clients nationally and internationally.

A Holistic Financial Service

For a regional IFA, Lee Associates is relatively large with a staff and associates of 20+. We continue developing the strategy of creating a holistic financial service.