Our services and how we can help you
The services we specialise in
Protection
Helping to ensure that the death or illness of a keyperson in a business or the breadwinner in a family does not result in financial loss or hardship. We also advise on estate planning to help reduce Inheritance Tax.
Savings and Investments
Savings and investments aren’t simply putting your money into a plan and see what happens, we can help you get the most out of your assets.
Retirement
Helping to make certain that the most suitable retirement plan is used by companies and individuals alike to help ensure that the most suitable level of income is available at the right stage of life.
Mortgages
Helping to ensure that our clients have the most suitable method of buying their home.
Corporate Planning
We can review the situation helping to enable you to protect your business and your families.
Inheritance Tax
Could you pass on Inheritance Tax? We can help you to reduce or eliminate that possible tax bill.
Private Medical
You, your spouse and your children can all be covered by Private Healthcare if you permanently live in the UK. Extra peace of mind for all your family.
Lee is extremely proud to be credited with the Financial Planner Charter.
A Royal Charter mark is universally recognised as a hallmark of quality and excellence. It's an indication of merit, capability and ethical practice. With that comes trust and confidence.
