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CB - Cambridge

Frank C Barker
    Financial Services
Lee Associates
IFG Financial
    Services
35 Finance Ltd


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
Visit our Web Site: www.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.

Personal Lines Corporate and Business Plans
Lump Sum Investments
Regular Savings Plans
Stocks and Shares
Retirement Planning
Income Protection
Critical Illness
Life Cover
Long Term Care
Mortgages and Re-Mortgages
Inheritance Tax Planning
Private Medical Insurance
Wills
Executive Pensions
Stakeholder Pensions
Group Personal Pensions
Group Income Protection
Group Life Cover
Group Critical Illness
Keyman Protection
Partnership Protection
Shareholder Protection
Employee Benefits


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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