Lee Associates Financial Limited
Initial consultation free
Independent
Lee Associates has three key area's of expertise: Mortgage and Protection, Pensions and Investments, Wills and Estate Planning.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£0+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Jon Clarke BA(Hons) Dip PFS Cert Cii (MP+ER) ASWW
Independent Financial Adviser
MRS Jane Curtis ASWW
Estate Planner
MR Nick Coey Dip IP PFA CeMap ASWW
Independent Financial Adviser
MRS Jenny Lee MSWW (dip) SWEPP (dip)
Company Secretary
Legal information
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