Financial Planning

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Why is financial planning so important?

Financial planning helps you fulfill your ambitions - whatever they may be. Whilst you may trust friends and family on many of life's key decisions a professional financial adviser can help make informed decisions about financial your future. > read more


Wealth Management	Tax Planning	Estate Planning
‘Wealth’ is not a term associated with only the super-rich. This personalized service is also available for those with assets and little … > read more	Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks … > read more	Inheritance Tax (IHT) is a major concern as more and more estates fall within the IHT threshold. Effective tax planning is essential … > read more


Retirement Planning	Business Financial Planning	Education Fee Planning
This crucially important part of your financial plan will ensure that we create a retirement plan that’s tailor-made for you … > read more	The majority of businesses will require some sort of business insurance policy, and the cover you take out depends on the nature of … > read more	Having decided to educate your child/children independently it’s vitally important to take appropriate advice … > read more

Ian Lees & Co. Asset Management is Authorised and Regulated by the Financial Services Authority.

Ian Lees & Co. Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 184792

The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Ian Lees & Co. Asset Management
59 Watling Street, St Albans, Hertfordshire, AL1 2QF

Tel: 01727 833857Email: enquiry@ianleesassetmanagement.com