Business Details
Your Trusted Partner for Financial Planning Solutions
At Burgess & Lee, we specialise in delivering tailored wealth management and financial planning services to individuals, trustees, and companies at every stage of life. Our approach prioritises understanding your unique financial objectives, whether short-term, medium-term, or long-term, and crafting bespoke strategies to achieve them. With decades of combined experience, we leverage our expertise in investment planning, risk assessment, and portfolio management to provide actionable insights. We collaborate with external specialists when necessary to ensure comprehensive solutions, maintaining the highest service standards through long-standing client relationships.Our commitment to regular reviews ensures your financial plans evolve alongside your changing circumstances, supported by technology that grants real-time visibility over your investments. Backed by FCA regulation and a focus on transparency, we prioritise ethical practices and clear communication to build trust and deliver sustainable outcomes.
Services
Portfolio Management
Savings
Retirement Planning
Estate Planning
Protection
Mortgages
Highlights and features
- We focus on understanding your unique financial objectives through detailed consultations.
- Our team collaborates with external specialists to ensure comprehensive solutions.
- We maintain long-standing client relationships with regular portfolio reviews.
- Our FCA-regulated expertise ensures compliance with industry standards.
- We provide transparent communication and ethical financial planning practices.
Associations and certifications
- Financial Conduct Authority
Services
Portfolio Management
We create and oversee diversified investment portfolios aligned with your risk tolerance and financial goals. Our strategies focus on long-term growth while balancing market volatility. Regular reviews ensure your investments adapt to changing circumstances and market conditions.
Retirement Planning
Our retirement planning services help you build sustainable income streams for post-employment life. We assess your current assets, projected needs, and tax implications to develop strategies that ensure financial security during retirement.
Estate Planning
We assist in structuring your assets to facilitate smooth wealth transfer while minimising tax liabilities. Our approach includes wills, trusts, and inheritance tax planning to protect your legacy for future generations.
Protection
We identify potential financial risks threatening your assets and income. Our protection strategies include insurance solutions and contingency plans to safeguard your wealth against unforeseen events.
Mortgages
We provide mortgage advice tailored to your property goals, whether purchasing a home or remortgaging. Our solutions consider interest rates, repayment terms, and affordability to secure optimal financing options.
Questions
What financial services do you specialise in?
We specialise in portfolio management, retirement planning, estate planning, protection strategies, and mortgage advice tailored to individual needs.
How do you tailor financial plans to individual clients?
We conduct detailed consultations to understand your objectives, risk tolerance, and circumstances, creating bespoke strategies that evolve with your changing needs.
Are your services available outside Bournemouth?
While based in Bournemouth, we work with clients nationwide through virtual consultations and online portfolio management tools.
How often are portfolio reviews conducted?
We recommend annual reviews but may schedule more frequent meetings depending on your investment complexity and market conditions.
What qualifications do your advisers hold?
Our advisers hold industry-recognised qualifications and maintain FCA authorisation, ensuring compliance with regulatory standards and professional development.
Reviews (1)
Jon Maloney
Jun 12, 2021
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We recently used the services of Jack Baker for our mortgage and I cant recommend him to anyone enough. As we were first time buyers, he was fully aware, very patient and extremely helpful in all aspects. A really nice guy and wouldn't hesitate to use him or recommend him in the future. Thank you
