- Financial Advice
- Mortgages
- Insurance
- Pensions
- Inheritance Tax
- Wills Advice
- Investment Advice
- Commercial Finance
about us
Thinking today
about tomorrows income
A Holistic Service
Our clients, old and new, have welcomed our fresh approach.
We have exceeded our ambitious targets and demonstrated a successful and sustainable business model. Lee Associates is a relatively large regional IFA with 20 staff and associates and is actively looking for skilled partners who share our philosophy for client support and management. We are committed to developing the strategy of creating an holistic financial services centre of excellence.
Our client base goes beyond the boundaries set by Cambridge and includes both national and international accounts.
Combining Financial Services
We set ourselves apart from other IFAs by combining the financial services of stockbroking, investment management, tax advice, estate planning and Wills for comprehensive personal asset protection. This depth and range of skills has helped develop a solid reputation in our home base of Cambridge and its surrounding county borders as well as being able to service clients nationally and internationally.