Burgess & Lee Limited

Independent Financial Adviser  4 Stratfield Saye, Bournemouth, Dorset, BH8 8JN
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FCA authorised
Last authorised 21st September 2020
We can advise you on
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Taxation planning
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Group Pension/Stakeholder
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Stockbroking services
Meet our advisers
John Holmes FCII
Associate
David Stone ACII
Director
Brian Smith
Director
Howard Lee
About us

Burgess & Lee Ltd was founded in 1993; and since then has provided friendly independent financial advice to both personal and corporate clients. The company has 5 IFAs, who between them have nearly 100 years experience in the industry, and specific qualifications in investments, pensions, mortgages and financial planning.
Burgess & Lee Ltd have easily accessible modern offices near the centre of Bournemouth, with free parking for clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

4 Stratfield Saye, 20-22 Wellington Road, Bournemouth, Dorset, BH8 8JN

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