A relationship-first approach to financial advice
At Burgess & Lee, we understand that financial advice isn’t just about numbers, it’s about people.
That’s why we take the time to build a long-term relationship with every client, providing clear, considered guidance that adapts as your life evolves. Whether you’re just starting out or planning your legacy, we’ll be there at every stage helping you make confident, informed decisions.
We believe great financial advice is not a one-off event, it’s best when it’s an ongoing relationship.
Our client journey is designed to cycle with you, evolving as your life does. Whether you're just getting started or reviewing your plans for the fifth time, each step in our process is focused on clarity, care, and keeping you in control.
Because when life changes, we’re right there with you to help work through the change.
Click on each step to learn more.
Ready to talk?
Let’s start with a conversation.
Whether you have a specific question or just want to understand your options, we’re here to listen. There’s no pressure, no jargon, just a friendly, honest chat about what matters to you.
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.
Planning Your
Financial Future
Lifetime cashflow, tax planning,
pensions, and estate preparation.
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Protecting What
Matters Most
Life cover, critical illness,
income protection & health insurance.
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Supporting You
Through Retirement
From pension consolidation to
retirement income and drawdown.
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Growing & Managing
Your Wealth
Investments, DFM access, ESG options
and long-term strategy.
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Helping You Plan
Your Legacy
Inheritance tax, trusts, gifting
and intergenerational planning.
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Guiding You Through
Big Financial Decisions
Mortgage advice, education, and
support for life’s key moments.
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What Our Clients Say
"As we began planning for our retirement Burgess and Lee helped us untangle and make sense of various pension funds, investments and assets we'd accumulated over our working lives. Burgess and Lee guided us through this period offering their pragmatic, thoughtful and considered advice, coupled with long term planning allowing us to move into retirement with confidence."
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.