why us

Thinking today
about tomorrows income

A Complete Range of Financial Services

Under a single umbrella Lee Associates has qualifications, skills and experience covering all aspects of financial management.
With both the successful founders and a strong and growing team of associates we can truly offer advice for all aspects of financial affairs.

Pensions, Individual Protection and Mortgages

Roger specialises in pension, individual protection and mortgage advice, predominately to the individual and has a successful portfolio of satisfied clients going back more than 20 years.  Skilled and experienced associates, both male and female, back them up.

Investment Management and Pensions

Julian brings 20 years experience in the city of London as a qualified stockbroker to Lee Associates.  Under his guidance our team can advise on all aspects of stockbroking and investment management for private individuals and business.

Will Writing Services

Jenny and the Lee Associates Will Writing Services (LAWS) offer services in those areas that are not regulated by the Financial Services Authority, such as estate planning, tax advice, trust creation and Will writing.

Contact Us now to see how we can help you.