Bree Wealth
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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

I've spoken to Julie over the phone and met her twice. From our conversations, she appears to have the ability to talk to you, at your level. Her attitude is very professional, whilst also being warm, friendly and approachable. I feel Julie is someone who listens to me, as she has answered all my questions, when she doesn't know an answer she freely admits it and goes away to get it. I'm in the process of having to make decisions about my future, being single and not having anyone I can really talk to about my financial matters, Julie has been able to help. I really appreciate her support and feel with her knowledge, attitude and friendly professionalism, I've made the right choice for me.

Suzanne, Cheshire, Housing 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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