Burgess & Lee

History

The company was established in February 1993 by Laurence Lee and Derek Burgess with the objective of providing sound independent financial advice to clients. The founding directors had between them sixty years of experience holding senior corporate positions and giving financial advice. This firm base has resulted in Burgess & Lee Limited expanding and developing it's personal advice to clients and becoming associated with major corporate clients.

Mission

We are totally committed to the principal of equal opportunities in which all prospective and existing clients are treated with honesty, fairness and understanding. Our offices are equiped to facilitate disabled clients.

Accreditation

The company is directly authorised and regulated by the Financial Services Authority.  As independent advisors 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.

Directors

Laurence G Lee - FLIA MFIA (dip) - Chairman
Howard G Lee - LIA (dip) - Managing Director
Brian W Smith - FLIA (dip)
Dave J Stone - ACII - Chartered Insurance Practitioner

Professional Memberships

The company is a member of Dorset Business and has recently been appointed as the Local Benefit Provider of Independent Financial Services for the Federation of Small Businesses.