About Our firm

We are a firm of Independent Financial Advisers who work on your behalf to provide expertise and impartial financial advice on the most appropriate products for your circumstances.

Our practice can provide advice for individuals or small businesses from family protection, to investments and retirement planning, through to taxation and Inheritance Tax Planning. We may engage the services of accountants who specialise in tax planning or Trust Lawyers where appropriate. Should this be necessary you will be advised in advance.

Our objective is to provide sound professional Financial Planning advice. Financial Planning is the process of meeting your life goals through the proper management of your finances. This process assists you to increase your wealth and reduce your tax liability where possible.

Ian Lees Asset Management

The principal Ian Lees has been involved in financial services since 1979 with various roles in direct sales, IFA broker sales before becoming an IFA with the British Medical Association ( BMA Services Ltd ) in 1993.

Having joined the Institute of Financial Planning in 1995, and as a member of the local branch was a finalist in their National Team Challenge, in 1997. I was so inspired with the professionalism and the manner in which these professionals operate and being made more aware of the benefits of truly independent advice I decided to open my own practice in August 1997, operating on fee based principles.

Our aim is to work closely with you over the years to help you achieve your financial objectives. These should be identified and prioritised before decisions are taken.

We are not beholden to any life assurance companies, fund managers or other product providers whose services we may recommend. These are selected on the basis of best value to our clients, after independent research, which is included in our reports.

Ian Lees ( Principal )

After achieving the Scottish HND in Business Studies Ian joined the financial services industry in 1979. Having passed the required exams in individual and corporate qualifications Ian passed the new requirements and regulatory exams in 1990.

In 1993, Ian became a fully authorised Independent Financial Adviser.

Ian has a wide range of experience and is fully aware of the benefits of truly independent financial advice. In certain areas of business Ian recognises that more specialist advice may be required eg specific Taxation Specialists, Trust Lawyers, or where a specialist qualification is required to give advice in these areas e.g.Mortgages

Professional Indemnity Insurance

We have full cover for all our advice and this policy will be maintained and ongoing.

Technology and “ the Web “

We have invested heavily in technology and database systems, so that all client data can be maintained and analysed to ensure every client gets the best from their financial planning.

Our Independent Research facilities, Monitoring and technology will allow us to keep track of the many changes for your benefit.

The use of computerised systems should assist in fast efficient processing and speed and ease of communications. However, I am particularly mindful this should not be at the loss of direct or regular contact.