- Financial Advice
- Mortgages
- Insurance
- Pensions
- Inheritance Tax
- Wills Advice
- Investment Advice
- Commercial Finance
about us
Thinking today
about tomorrows income
Integrated Approach
Roger, Jenny and Julian have a common view on how a client should be treated in the complex world of financial services and believe that a fully integrated approach to a client’s needs is necessary to truly give good advice.
Face-to-Face Advice
In Lee Associates we achieve this by embracing a marriage of face-to-face advice and technology creating a personal and efficient relationship.
Depth of Management Expertise
Merging the two businesses to form Lee Associates Financial Limited offers a service different from other Independent Financial Advisers. We offer a greater depth of management expertise and economies of scale.
Each director takes responsibility for a specific area of our service.
Roger has responsibility for Mortgages and Protection, Jenny for Legal and Inheritance Tax issues and Julian handles Investment Management and Pensions.