Meet Our Team Of Independent Financial Advisers
Integrity, independence and transparency make Burgess & Lee leading Independent Financial Advisers for both the corporate sector and high net worth investors across the UK.
Our clients benefit from advanced financial planning tailored to the individual to maximise tax-efficient investment performance.
Burgess & Lee is dependable, supportive and committed to the principles of equal opportunities. All clients are treated with integrity, fairness and understanding.
Burgess & Lee is fully committed to treating customers fairly.
Our offices are equipped to deal with disabled clients.
History of Burgess & Lee Independent Financial Advisers
Burgess & Lee was established in 1993 by Laurence Lee and Derek Burgess, who between them had 60 years of experience holding senior corporate positions and giving financial advice.
Increasing business from major corporate clients led to the rapid expansion of the company from this firm foundation.
Directors
Laurence G Lee FLIA MFIA (dip) - Chairman
Howard G Lee LIA (dip) - Managing Director
Brian W Smith CertPFS
Dave J Stone ACII Chartered Insurance Practitioner
John B Holmes FCII Chartered Insurance Practitioner
Our Regulator
Burgess & Lee is directly authorised and regulated by the Financial Services Authority. As independent advisers, the company has access to all the major product-providing companies. We pride ourselves on being able to recommend sound companies and competitive products to support the client advice given.
Professional Memberships
Burgess & Lee is a member of Dorset Business, the Chamber of Commerce & Industry.
For independent financial advice, please call us on 01202 312288 or
email us