Bree Wealth
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  • What We Do
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Welcome to Bree Wealth.

WE LIKE TO DO THINGS A LITTLE DIFFERENTLY. WE BUILD RELATIONSHIPS, GET TO KNOW YOU AND THEN TAILOR OUR ADVICE TO YOU. NO PRESSURE, NO HARD SELL, JUST GOOD HONEST ADVICE.

OUR AREAS OF EXPERTISE

Saving &Investing
RetirementPlanning
EstatePlanning
Later LifePlanning
PersonalProtection
BusinessAdvice

OUR HAPPY CLIENTS

Julie was recommended to me by a friend, and she has been working with me over the last year to help me sort out a pension. She has been advised me on the pension plans I already had and what has been really helpful has been that these are now part of a solid strategy to help me retire when I want. I have used other advisers before, but this is the first time I feel that I have a proper financial plan in place. She looked at all the old pensions and explained how they work and has made them more efficient. Julie is really good at keeping in touch with me and I particularly like that I can keep a track of pension online. Now that I know exactly what I am saving for this is a real benefit.  

Anthony – Stepps – Manager

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  • About Us
  • What We Do
  • Our Services
  • Testimonials
  • Contact Us
  • Privacy Policy

Our Services

  • Saving & Investing
  • Retirement Planning
  • Estate Planning
  • Later Life Planning
  • Personal Protection
  • Business Advice

Contact Bree

  • T. 01253 881 910
  • E. mail@breewealthandtax.co.uk

Bree Wealth & Tax Management Ltd Beckett House, Wyrefields,
Poulton-Le-Fylde, Lancashire, FY6 8JX

Bree Wealth & Tax Management is an Appointed Representative of Becketts Financial Services Ltd who are regulated by the Financial Conduct Authority under FCA number 409051. The address and number is Beckett House, Wyrefields, Poulton-Le-Fylde, Lancashire, FY6 8JX.

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