Bree Wealth
  • About Us
  • What We Do
    • Our Fees Explained
  • Our Services
    • Saving & Investing
    • Retirement Planning
    • Estate Planning
    • Later Life Planning
    • Personal Protection
    • Business Advice
  • Testimonials
  • Contact Us
  • Privacy Policy

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

Through discussion Julie builds a clear picture of her clients needs and expectations before she goes on to give any recommendations. She gives targeted advice and ensures that clients are aware of risks and limitations that may apply to the investment opportunities available. I am highly confident that Julie has created an investment portfolio that is designed to achieve the best returns possible and I know through experience that she takes a proactive approach to managing this for me. She always explains the costs and benefits associated with decisions that I take regarding investments and this includes fee structures. Julie keeps me fully informed of how my portfolio is performing and of any developments that she feels I need to act on; she provides illustration by giving graphical examples which is very helpful.

Catherine, Ayrshire, Teacher

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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.

© 2026 Bree Wealth & Tax Limited. All rights reserved. Website by The Design Attic

We're joining Origen Financial Services!

From 1st May 2026 we’re joining Origen Financial Services, one of the UK’s leading providers or trusted expert advice. You’ll continue to receive the same high-quality, personalised local advice and service, enhanced by Origen’s broader resources and stability.

For more about Origen, please visit www.origenfs.co.uk/bree-wealth