Why Choose Burgess & Lee?

 

 

Financial advice that puts relationships first and keeps you supported for life.

Our Difference

 

 

We’re not just here for transactions, we’re here for relationships.

 

At Burgess & Lee, trust is earned over time, communication is clear, and your goals guide everything we do. Our advice is built around your life, not just your money, and our long-term support means you’re never on your own, no matter what stage of life you're in.

Support at Every Stage of Life

 

 

We provide tailored advice throughout your financial journey from early planning to retirement and legacy.

 

Wherever you are, we help you navigate it with confidence.

 

Your financial needs don’t stay the same, they shift as life unfolds. That’s why our advice is built around you, not just your money. From buying your first home to planning your legacy (and everything in between), Burgess & Lee is here to support every stage of your journey.

Wherever you are, and wherever you’re going, we help you make confident, informed decisions that align with your goals, values, and future.

Starting Out

  • Mortgage advice
  • Financial education
  • Protecting those close to you

Building a Future

  • Life planning and cash flow modelling
  • Tax planning
  • Investing for the future
  • Family protection

Growing Wealth

  • Benefits of investing Investments
  • Access to investment solutions that suit your goals, risk and priorities

Planning Retirement

  • Pension consolidation
  • Estate planning
  • Life planning and cash flow modelling

Leaving a Legacy

  • Retirement income strategies
  • State pension guidance
  • Inheritance tax planning
  • Trusts & gifting

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.

Book an Appointment

What We Stand For

 

 

Our values shape everything we do from the advice we give to the way we treat our clients with honesty, empathy, and a genuine commitment to your wellbeing.

Independent-Icon

 

Independent

 


We work for you, not
a provider or institution.

Personalised

 

Personalised

 

 

No templates. Every client’s plan
is built around their life.

Transparent

 

Transparent

 

 

Clear fees, no jargon, and
honest conversations, always.

Meet the People Behind the Advice

 

 

Real relationships. Personal service. Lifelong support.

 

At Burgess & Lee, we believe that trust is built person to person, which is why we’re proud to introduce the team who’ll be working alongside you. Every adviser, administrator and support specialist here shares the same commitment: to listen carefully, act with integrity, and be there when you need us.

Jack Baker

Managing Director

Howard Lee

CEO

Chrissy Lillie

Office Manager

Brian Filburn

Senior Financial Planner

Chris Bourne

Financial Planner

Jack Bosworth

Financial Planner

Ralph Bosworth

Financial Planner

Sophie Adams

Senior Administrator

Max Fennell

Office Administrator

Lucy Bell

Office Administrator

Millie

Head of Wellbeing

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."

Ready to Take the Next Step?

 

 

Let's talk about your financial goals.

 

Start Your Journey

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.