Financial Planning

Enquiry Forms

Please select the appropriate form below relating to your enquiry, complete and submit it. On receipt, we will contact you promptly.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used by us to provide you with details of our services and products in writing, by email or by telephone.

General Enquiry
Health Insurance Enquiry
Inheritance Tax Planning
Investments Enquiry
Life Assurance Enquiry
Loan Enquiry
Mortgage & Equity Release
Pensions Enquiry
Wills Enquiry

Please select the appropriate form above relating to your enquiry, complete and submit it. On receipt, we will contact you promptly.

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