At Burgess & Lee, we help you put safeguards around what matters most, so you can focus on living, knowing that your family, business, and future are covered with care and clarity.
Provides financial support for your loved ones if the worst happens, helping cover debts, living costs, or long-term needs.
Pays a lump sum if you're diagnosed with a serious condition, giving you the freedom to focus on recovery, not finances.
Replaces lost income if you're unable to work due to illness or injury, helping you stay on track without disruption.
Access faster treatment and support your team with tax-efficient cover for business owners and directors.
"I was initially recommended to speak to Brian Filburn of Burgess & Lee over 5 years ago as i needed advice on my various pensions as I neared retirement. During that period i have had nothing but excellent advice and support not only from Brian, obviously my main contact, but also the wider support team at Burgess & Lee who are so efficient and always a pleasure to deal with. Having always taken Brian's advice on where my money should be invested, I have been both surprised and extremely happy with the consistent performance and return on the funds invested - thank you. I cannot recommend Brian and the Burgess & Lee team highly enough."
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.