Supporting You Into and Through Retirement
Retirement is a time to enjoy life, not worry about finances.
Whether you’re preparing to retire or already there, we help you make sense of your pensions, income options and entitlements.
From drawdown and annuities to the State Pension, our advice is always tailored, clear, and built to last as long as you need it to.
Key Retirement Services
Pension Review Service
If you’ve built up several pensions, we’ll help you review them and decide whether to keep them separate or bring them together.
Life Planning
We use cashflow modelling to help you see your future clearly — and make confident decisions about life after work.
Retirement Income Planning
Create a sustainable, tax-efficient income using drawdown, annuities, and other strategies that suit your lifestyle and goals
State Pension Support
Understand what you’re entitled to and how it fits into your overall retirement income strategy.
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.