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 have been very impressed with Julie's depth of knowledge and her attention to detail. She has provided all of the information required to enable me to make the necessary decisions about my investments and is available at any time to respond to queries.

Alan, Ayrshire, Structural Engineering 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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