Leading a busy and fulfilling life without having to worry about their investments is what many people strive for. It’s what our clients achieve. We take time to listen to your dreams and concerns - how you visualise your future; work with you in defining your goals and create a financial plan that is unique to you. As your life progresses, our regular planning meetings ensure that your plan is continually updated to reflect changes as they arise. Your peace of mind is what it’s all about. Lee Strathy is an Accredited Financial Planning firm providing high quality, bespoke Financial Planning advice to private individuals. Based in Ombersley, near Worcester, we pride ourselves building team based life-long relationships with individuals and their families. As one of the few CISI Accredited Financial Planning Firms in the UK, our aim is to constantly exceed our clients’ expectations. Lee Strathy deliberately works with a limited number of clients.