Our Investment Philosophy
At Burgess & Lee, we believe that growing your wealth is about more than chasing returns, it’s about building a strategy that works for your life.
We help you invest with purpose, balancing risk and reward, while aligning your portfolio with your goals, values, and future needs.
Whether you're hands-on or prefer discretionary management, we offer flexible, transparent options to support long-term success.
Key Growth Services
Risk-Adjusted Portfolios
Tailored portfolios designed to suit your risk profile and financial objectives, reviewed regularly to stay aligned.
DFM Access
Gain access to discretionary fund managers for a hands-off, actively managed investment approach.
Different Tax Wrappers
Flexible, tax-efficient investment vehicles to diversify your holdings and manage exposure across markets.
ESG & Ethical Options
Invest in a way that reflects your personal values with funds focused on environmental, social, and governance principles.
What Our Clients Say
"We started working with Burgess & Lee in early 2024 and have always received excellent, clear and concise service from both the office and our IFA. In addition, the service received from the mortgage provider when helping our daughter & son-in-law was nothing short of exemplary. The communication, response to questions and dealing with our portfolio has been second to none, consequently we are extremely happy to recommend their financial advice and service to our friends and colleagues. Financial gains can rise and fall, however the advice received has been very beneficial. With annual meetings confirming the current status of the portfolio and proposals/suggestions going forward to address any changes to our personal situation, we are extremely happy with the relationship we have with the team at Burgess & Lee."
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.