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Based in Lytham-St-Annes
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I provide a broad spectrum of financial plans and strategies, tailor-made for individual, family and business's along with individual and corporate wealth management I offer clients a complete service with one point of contact right through from start to finish, providing totally impartial financial advice, recommending suitable products and submitting applications through to completion. I understand different clients have differing needs. I will listen carefully to your requirements and provide the right solutions. I will explain things in an easy to understand way without the jargon. I am Offering a truly personal and professional service and using the latest technology we are able to offer meetings at a time to suit your needs and at a place of your choice be it at your home, place of work or at our office in Lytham St Annes. We offer you high quality advice, excellence in service and careful and sustained attention to your needs. If you choose to become my client, I will work with you to develop, implement and maintain a comprehensive financial strategy to meet your personal and business needs. This will assist you and your family in maintaining and growing your wealth, supporting your lifestyle and protecting against risks. Specialties: Retirement Planning, Savings/Investments, Mortgages & Equity Release
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lee's clients
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