Why Financial Planning Matters
A clear financial plan gives you the confidence to make decisions, not just for today, but for the years ahead.
At Burgess & Lee, we take the time to understand your goals and build a plan that supports them. From projecting future income to optimising tax and protecting your estate, we help you take control of your financial life and stay in control, as it evolves.
Key Planning Services
Lifetime Cashflow Planning
Visualise how your income, expenses, and assets play out over time, so you can make informed decisions with confidence.
Tax Planning
Reduce unnecessary liabilities and keep more of what you earn, with advice across income tax, capital gains, and inheritance tax.
Pension Planning
Understand your existing pensions, build retirement savings efficiently, and explore transfer options if suitable.
Estate Planning
Prepare for the future by putting structures in place to protect your assets and support those you care about.
What Our Clients Say
"Ralph Bosworth has been providing financial advice to my family for the last 19 years, first my father Horace and now to me, my wife Georgie and family. For me he has simplified my pensions and retirement. He is always available to provide guidance and deliver quality advice. We have learnt to trust his judgement over many years. He works closely with his advisor son Jack and other advisors at Burgess and Lee providing confidence and continuity of advice for our children and grand children. I would recommend him to anyone seeking a sound financial advisor."
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.