Here When It Matters Most
Some financial decisions are one-offs, but they still carry big consequences.
Whether you're buying your first home, receiving an inheritance, making a career move, or navigating sudden change, we're here to offer calm, expert support.
At Burgess & Lee, we bring clarity to complexity, helping you understand your options and move forward with confidence.
Key Supporting Services
Mortgage Advice
Independent, jargon-free mortgage guidance for first-time buyers helping you secure the right deal and understand every step of the process.
Client Reports & Newsletters
Ongoing insights and personalised updates to help you stay informed, spot opportunities, and adapt when things change.
What Our Clients Say
"I am very pleased with the extremely high standards of service and advice I have received from Burgess and Lee from my initial enquiry and onwards. Having had a number of problems with my previous Financial Advisor including poor advice and costly delays despite high charges, I am very grateful to now have a very professional and reliable team of people looking after my financial affairs giving me peace of mind. Not only do they manage my portfolio promptly and efficiently with great courtesy, their fees are surprisingly low also. Highly recommended!"
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.