LEE WEALTH MANAGEMENT LIMITED

: 3A Blakeley Dell, Raby Mere, Wirral, Merseyside, CH63 0NJ

: FCA Number: 596277

Situated in the heart of Merseyside, Lee Wealth Management Ltd offers a full suite of regulated financial advice covering life and investment planning, pensions, and retirement advice. This FCA-regulated firm, registered under number 596277, is ideally located for individuals and businesses within Wirral and the broader North West region. Driven by a client-centric approach, Lee Wealth Management specialises in crafting tailored financial strategies to secure your future. Making complex financial processes simple, they're known for their professional yet accessible services no matter if you're a seasoned investor or just getting started. Visit them at 3A Blakeley Dell, Raby Mere, CH63 0NJ, Wirral.

Their team includes 2 financial advisers. Check FCA registration here.

LEE WEALTH MANAGEMENT LIMITED are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to LEE WEALTH MANAGEMENT LIMITED from the Motorway

Proceeding from the M53:
At Junction 5, take the A41 exit in the direction of North Wales/ Queensferry/ Eastham.
Upon reaching the roundabout, take the first exit onto New Chester Road (A41).
Make a left turn onto Bridle Road.
Follow up with a subsequent left turn onto Allport Road.
Continue straight to stay on Raby Hall Road.
Make a right turn onto Lawns Avenue.
Next, make a left turn onto Raby Avenue.
Proceed with a right turn onto Raby Drive.
Finally, make a right turn onto Blakeley Dell. The destination will be situated on your left.

List of advisers under LEE WEALTH MANAGEMENT LIMITED:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.