We believe in sharing what we know.
Whether you're looking to better understand your options, stay up to date with financial news, or simply feel more confident about the decisions ahead, this is your space.
Here you’ll find clear, helpful insights written with real people in mind, not just professionals.
Client Guides
Helping you feel informed and in control
From planning for retirement to understanding how pensions work, our downloadable guides are designed to explain key topics in a way that’s easy to follow, without overwhelming detail or confusing jargon.
Use them to support conversations with your adviser, or just to build your own confidence at your own pace.
Client Portal
Access your plans, securely and simply
Your secure client portal gives you 24/7 access to your financial information, wherever you are. From investment updates to document storage, it's all designed to make managing your finances easier and more transparent.
Industry Insights
What’s changing and what it means for you
We keep a close eye on what’s happening in the world of finance, so you don’t have to.
Here you’ll find regularly updated content from short, plain-English summaries of the latest news and policy changes including downloads, with a focus on what really matters to you and your financial wellbeing.
Read the Latest below
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.