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We Are Financial Planners. Leading a busy and fulfilling life without having to worry about their investments is what many people strive for. It’s what our clients achieve. We take time to listen to your dreams and concerns - how you visualise your future; work with you in defining your goals and create a financial plan that is unique to you. I'd Like to Know. We are an Accredited Financial Planning Firm. We put clients’ interests first. Details of this accreditation can be found here. James Martineau ha...

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LEE STRATHY LIMITED

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Lee Strathy - | leestrathy.com Reviews

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We Are Financial Planners. Leading a busy and fulfilling life without having to worry about their investments is what many people strive for. It’s what our clients achieve. We take time to listen to your dreams and concerns - how you visualise your future; work with you in defining your goals and create a financial plan that is unique to you. I'd Like to Know. We are an Accredited Financial Planning Firm. We put clients’ interests first. Details of this accreditation can be found here. James Martineau ha...

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1 about you

2 about us

3 what we do

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5 wealth

6 management

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8 why lee strathy

9 testimonials

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Lee Strathy - | leestrathy.com Reviews

https://leestrathy.com

We Are Financial Planners. Leading a busy and fulfilling life without having to worry about their investments is what many people strive for. It’s what our clients achieve. We take time to listen to your dreams and concerns - how you visualise your future; work with you in defining your goals and create a financial plan that is unique to you. I'd Like to Know. We are an Accredited Financial Planning Firm. We put clients’ interests first. Details of this accreditation can be found here. James Martineau ha...

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leestrathy.com

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About You - My CMS

http://leestrathy.com/about-you

You are likely to be either. Earning - in your mid to later stages of a successful working life, or. Financially Independent - pursuing other interests and activities funded by a secure income and/or your own resources. Your life may have taken an unexpected change in direction - possibly through. A significant inheritance,. The loss of a loved one, or. The sale of a business. Why not contact us. For an initial chat? Professional / Executive / Financially Independent. You have either substantial earnings...

2

Important Information - My CMS

http://leestrathy.com/Important-Information

This Privacy Policy governs the manner in which Lee Strathy collects, uses, maintains and discloses information collected from users (each, a User ) of the www.leestrathy.com website ( Site ). This privacy policy applies to the Site and all products and services offered by Lee Strathy. How we use collected information. Lee Strathy collects and uses Users personal information for the following purposes:. 8211; To personalize user experience. 8211; To improve our Site. 8211; To send periodic emails. The em...

3

About Us - My CMS

http://leestrathy.com/us

We have been helping families deal with their financial affairs for over 25 years. Second generation members of some families are clients in their own right. Planning with these families often includes some form of asset protection for the third generation as well. We are an Accredited Financial Planning Firm. And have to meet exacting standards each year laid down by The Institute of Financial Planning. Details of EBIS can be found here. Practitioner. He was a Board Director of the IFP 1994 – ...In 2008...

4

Doc Safe - My CMS

http://leestrathy.com/doc-safe

Lee Strathy Limited, trading as Lee Strathy, is Authorised and Regulated by the Financial Conduct Authority. Firm Registered Number: 607803. The guidance contained in this website is subject to UK regulatory regime and is therefore restricted to consumers in the UK.

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What We Do - My CMS

http://leestrathy.com/what-we-do

We have many years’ experience of helping clients. Our starting point though is to listen to you! Having set up your plan, we help you keep control of it and remain on course over time. Changes can occur at any time and for any reason. By helping you to check and review your plan regularly, more often than not minor adjustments are all that are needed. When more substantial changes occur, we will go back to basics with you so that nothing is missed. The Lee Strathy Process. What Are Your Concerns? Consid...

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We Are Financial Planners. Leading a busy and fulfilling life without having to worry about their investments is what many people strive for. It’s what our clients achieve. We take time to listen to your dreams and concerns - how you visualise your future; work with you in defining your goals and create a financial plan that is unique to you. I'd Like to Know. We are an Accredited Financial Planning Firm. We put clients’ interests first. Details of this accreditation can be found here. James Martineau ha...

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