BURGESS & LEE
- 20-22 WELLINGTON RD
BH8 8JN BOURNEMOUTH, DORSET
Phone: 01202 312288
Fax: 01202 312299
www.burgessandlee.co.uk
Short profile:
Integrity, independence and transparency make Burgess & Lee leading Independent Financial Advisers for both the corporate sector and high net worth investors across the UK. Our clients benefit from advanced financial planning tailored to the individual to maximise tax-efficient investment performance. Burgess & Lee is dependable, supportive and committed to the principles of equal opportunities.
All clients are treated with integrity, fairness and understanding. Burgess & Lee is fully committed to treating customers fairly.
Our offices are equipped to deal with disabled clients.
Detailed description:
Burgess & Lee was established in 1993 by Laurence Lee and Derek Burgess, who between them had 60 years of experience holding senior corporate positions and giving financial advice.
Increasing business from major corporate clients led to the rapid expansion of the company from this firm foundation.
Burgess & Lee was established in 1993 by Laurence Lee and Derek Burgess, who between them had 60 years of experience holding senior corporate positions and giving financial advice. Increasing business from major corporate clients led to the rapid expansion of the company from this firm foundation. Burgess & Lee is directly authorised and regulated by the Financial Services Authority. As independent advisers, the company has access to all the major product-providing companies. We pride ourselves on being able to recommend sound companies and competitive products to support the client advice given.
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