Financial advice built around you
Trusted, independent guidance to help you make smart decisions, protect what matters, and plan confidently for the future.
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Relationship-first financial advice
At Burgess & Lee, we believe financial advice is about people, not just portfolios.
That’s why we focus on long-term relationships, clear communication, and tailored planning, helping you move forward with clarity, confidence, and the support of an adviser who truly understands your goals.
How We Help
We support clients at every stage of life, with practical advice and a clear plan.
Whatever matters to you, now or in the future, we’re here to help you get there.
What Our Clients Say
"Without exception, we have found the whole team at Burgess and Lee to be exceptionally professional and highly knowledgeable. Our financial advisor has a friendly and appropriately energetic approach to every meeting or call. Importantly for us, he has exemplary attention to detail with the ability to recall and consider our personal financial profile in great depth at every meeting or unplanned call. We have always felt that our requirements and attitude to market risk are fully understood and respected. If we have a question, we know we can call and get an immediate, comprehensive answer. Ultimately, we need to have enormous confidence and trust in our financial advisor. This cannot happen overnight but in a surprisingly short period of time, it has been achieved."
Important Notice
The Financial Conduct Authority does not regulate Tax planning, Estate planning, Inheritance Tax Planning or Trusts and Will writing. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested. Burgess & Lee Ltd is authorised and regulated by the Financial Conduct Authority, registration number 160493.