Kenneth Lee (Hardcastle Burton Financial ltd)

Kenneth Lee
Hardcastle Burton Financial ltd


4N membership number: 149592

01763248100
Location: Ely

     


My Stats
Last online
22nd Jan 2018
Member since
22nd Mar 2017
Number of views
18
Number of posts
Number of testimonials
Meetings attended
11
What I Do
  • Advise on tax planning & estate planning.
  • All Investments and Savings
  • Pension and Retirement Specialist
  • Business Protection Cover
  • Financial Planning and investment Management
My Favourite Links
N/A
My Company Information

I offer my clients a wealth of services including: investment advice; retirement planning; pensions advice; pension transfers; pension drawdown; inheritance tax planning; discretionary fund management; business and personal protection and auto-enrolment.

I work in my local community with the backing of a long established firm of accountants.

I provide genuinely independent advice for greater choice with less restrictions and no conflicts of interest. I am also independent of mind. This means that when I meet a client I will not know the course of action that we will take together until I have fully understood their needs, aspirations and motivations and conducted focused research on their behalf.

I am a Chartered Financial Planner which means I have made a public commitment to put the interests of my clients ahead of my own.

I am passionate about building long term relationships to help you achieve your goals.

I love listening to my clients and getting to know them better over time. This enables me to understand their needs, motivations and aspirations. By collaborating with my clients and other professionals I help them grow their wealth and protect the people they love.

About Kenneth Lee

I have lived in and worked from the Ely area for the last 17 years. This is where my wife grew up and we wanted to move back here to start a family. I am proud to work in my local community whilst enjoying the full support of a long established local accountancy business.

I am a Chartered Financial Planner which means I have made a public commitment to put the interests of my clients ahead of my own.

I am passionate about building long term relationships to help you achieve your goals.

I love listening to my clients and getting to know them better over time. This enables me to understand their needs, motivations and aspirations. By collaborating with my clients and other professionals I help them grow their wealth and protect the people they love.

I provide genuinely independent advice for greater choice with less restrictions and no conflicts of interest. I am also independent of mind. This means that when I meet a client I will not know the course of action that we will take together until I have fully understood their needs, aspirations and motivations and conducted focused research on their behalf.

I offer my clients a wealth of services including: investment advice; retirement planning; pensions advice; pension transfers; pension drawdown; inheritance tax planning; discretionary fund management; business and personal protection and auto-enrolment.