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Personal finances Where to get good advice in the recession

Financial Advisers > Financial Advisers In > Financial Advisers By City > Financial Advisers In Cambridge > Lee & Co

Lee & Co

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Address:	6 Clifton Court Cambridge Cambridgeshire
Postcode:	CB1 7QG
Email:	enquiries@lee-co.co.uk
Telephone:	01223 211122
Website:	http://www.lee-co.co.uk/
Financial Advisors By Type:	Taxation Advice, Pensions Advice, Mortgage Advice, Health Insurance Advice, Life Insurance Advice, Investment Planning, General Financial Planning, Corporate Finance
Financial Advisors By Area:	Cambridgeshire Financial Advisers
Financial Advisors By City:	Financial Advisers In Cambridge

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Description

We are based in Cambridge at 6 Clifton Court adjacent to the Cherry Hinton Road/Clifton Road/Hills Road new complex. Since 1962 we have provided independent advice of the highest professional standard to Cambridge and the wider East Anglian region. As this area has flourished we have developed into a well-respected firm equipped to manage the complete range of insurance services and financial/investment planning for corporate and private clients. We aim to provide the highest quality independent insurance and investment advice, to act with integrity at all times and give complete client satisfaction by offering an efficient and courteous service.

At Lee & Co our aim to ensure that you have the best possible independent advice when planning your financial future. Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning. When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.

There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.

Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death

With personal circumstances changing from time to time it is important to undertake a review your financial position to accommodate all of your needs.

Personal Pensions, Company Pension Schemes, Stakeholder Pensions schemes, Self Administered Pension Schemes, Unlocking/Transferring Deferred Pension Benefits and Additional Voluntary Contributions (AVCs).

Investing for growth and/or income through Unit Trusts, Bonds, Offshore.

We shall be pleased to assist you with all of your general insurance needs and to help you consider the areas for which you may require cover.

For Residential and Commercial purposes, we have up to date information and access to all Building Societies, Banks and Central Lenders' schemes to suit individual circumstances.

Family Protection, Mortgage/Loan Protection and Business Protection.

Replacement Income in the event of Sickness, Accident and Disability.

Provides a Cash Lump Sum on Diagnosis of a serious illness such as heart attack, stroke, cancer, etc. or total disability.

To protect a business from the effects of losing a Key Director or Key Employee through death or illness.

Various schemes to plan for future requirements such as children's education, wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.

Capital investment to purchase a guaranteed income.

Financial Advisers
About the Credit Crunch
About the Recession
About Our Current Financial Crisis
General Financial Planning
Corporate Finance
Taxation Advice
Investment Planning
Life Insurance Advice
Pensions Advice
Mortgage Advice
Offshore Financial Planning
Health Insurance Advice

Latest news
New sections about the recession and credit crunch! Mon 19/01/2009 We are pleased to announce three brand new sections for you to read at your leisure! We understand many of you are having problems grasping exactly... Lehman Brothers Collapse Mon 15/09/2008 Lehman Brothers, the fourth-largest US investment bank, has filed for bankruptcy protection, dealing a blow to the fragile global financial system. ...

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