Burgess & Lee Limited

Independent Financial Adviser  4 Stratfield Saye, Dorset, BH8 8JN
FCA authorised
Last authorised 25th January 2021
We can advise you on
ISA / Unit Trusts / OEICs
Unit trusts
Taxation planning
Group Pension/Stakeholder
Stockbroking services
Meet our advisers
John Holmes FCII
David Stone ACII
Brian Smith
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)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.24 mi
We have been providing independent financial advice for clients since 1995 and are proud of the professional service we offer.
Independent Financial Adviser 0.52 mi
Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
Independent Financial Adviser 0.53 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
Independent Financial Adviser 0.68 mi
We offer expertise, knowledge, integrity and a personal service at a great price.