WE GIVE YOU PEACE OF MIND

We’ll help you to understand your finances, make smart decisions with your money and gain the financial confidence you need to step towards the future you want.

About

Lee Denham

Lee Denham is an experienced Financial Adviser and Chartered Associate of the London Institute of Banking and Finance, who has worked in the financial services industry since 1998 at both advisory and management level. Based in Watford for most of his life, he attended the local Grammar School for Boys before embarking on a career in retail and then finance, in particular specialising in Pension and Retirement planning, as well as Inheritance Tax mitigation.

Our services

As a Chartered Financial Adviser of over twenty five years experience, if you need a Will, Lasting Power of Attorney or assistance with avoiding paying Inheritance Tax, I can help you. Simply contact us today for a no-obligation chat

Wills

Making a will is one of the most important steps you can take to protect your loved ones.

‍Lasting Power of Attorney

Protect your future by choosing who makes decisions if you can’t

Inheritance Tax Planning & Mitigation

Protect your family’s wealth and pass moreof your estate to the people you love.

Take the First Step Today

Don’t leave your family’s future to chance. A properly written will provides security, clarity, and peace of mind.