Burgess and Lee Ltd

www.burgessandlee.co.uk

A truly Independent Financial Advisory firm, committed to providing excellent transparent independent advice to corporate and private clients. Specialist advice in corporate pensions and forthcoming NEST requirements, group pension guidance and administration. Specialist advice in high net worth client investment portfolios through to modest investments. Specialist advice in IHT and Trust planning.

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A truly Independent Financial Advisory firm, committed to providing excellent transparent independent advice to corporate and private clients. Specialist advice in corporate pensions and forthcoming NEST requirements, group pension guidance and administration. Specialist advice in high net worth client investment portfolios through to modest investments. Specialist advice in IHT and Trust planning.

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City (Headquarters)

Bournemouth

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Employees

1-10

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Founded

1991

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  • Chief Executive Officer

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    Phone (***) ****-****
  • Managing Director

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  • Financial Planner

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    Phone (***) ****-****

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