Lee Wealth Management

Independent Financial Adviser  174 Eastham Rake, Merseyside, Wirral, CH62 9AJ
First meeting at adviser's own cost
We provide a friendly but professional, wholly independent service, tailored to your needs. Our initial consultation is free.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Steve Lee
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MRS Maria Lee
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

We are a family run business, providing a friendly independent service, covering the North West of England and North Wales. Our down to earth and personal approach is tailored to match each client's unique needs, objectives and circumstances.
Our services include:
investment advice,
retirement & pension planning,
inheritance tax planning,
probate services,
power of attorney and
life insurance and protection.

Our services

We provide straight forward, friendly advice that is designed to match your needs and objectives.
Most of our customers are long term clients, and we have been able to offer them support in all areas of their financial planning, from income and family protection, through to retirement planning, investments and estate planning.

Where to find us
Head office address: 174 Eastham Rake, Merseyside, Wirral, CH62 9AJ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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