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Lee Associates Address: Denmark House, 3b High Street, Willingham, Cambridge, CB4 5ES Telephone: 01954 262 120 Fax: 01954 262 129 E-mail: julian@lee-associates.co.uk Contact: Julian Martin-Redman MBA FSA General information We are a General Financial Practitioner - our service is individual, professional and independent. We offer a similar service to your doctor but for wealth rather than health. The difference being is that when you need to see a specialist we will have that expertise in house. Our aim is to help you make sense of the complex world of money by removing any doubt and confusion. By embracing technology we will keep you informed by constructing your own personal balance sheet that accumulates all your accounts, plans, policies and investments. It makes our performance transparent and accountable and gives you projections to assist in planning your life. We Call it "Forward Thinking Finance" Below is a table of the main topics on which advice is given. However, this does not cover all areas so please give us a call if you are in doubt.
For a detailed review of your personal circumstances please e-mail or telephone Julian in confidence to arrange a (no obligation) appointment at a time and place to suit you.
Lee Associates Investments is an Appointed Representative of Emenex (Financial) Limited which is authorised and regulated by the Financial Services Authority.
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