Burgess & Lee
Financial advice built around you
223 Seabourne Road, Pokesdown, Bournemouth, BH5 2HL
Burgess & Lee is a firm of independent financial advisers in Bournemouth, offering relationship-first advice built around the client rather than the portfolio, with long-term relationships, clear communication and tailored planning. Its advice covers lifetime cashflow, tax planning, pensions and estate preparation; life cover, critical illness cover, income protection and health insurance; retirement support from pension consolidation to retirement income and drawdown; investments; inheritance tax, trusts, gifting and intergenerational planning; and mortgage advice.
What they offer
- Financial planning
- Lifetime cashflow
- Tax planning
- Pensions
- Retirement income and drawdown
- Investments
- Life cover
- Critical illness cover
- Income protection
- Health insurance
- Inheritance tax planning
- Trusts and gifting
Where to find them
223 Seabourne Road, Pokesdown, Bournemouth, BH5 2HL
Loads a Google map, which sets Google’s cookies. Nothing is requested until you press it.