Bree Wealth
  • About Us
  • What We Do
    • Our Fees Explained
  • Our Services
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    • Retirement Planning
    • Estate Planning
    • Later Life Planning
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  • Testimonials
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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 exceptionally pleased with the service I have received from Julie and the team. She took time to explain how investments work, and to make sure we arranged my investment to match my attitude to risk. More importantly, she mad me think about how much money I needed to keep access to and how I could organise and plan my spending for the future. We meet as often as I need, but at least once a year to bring me up to date and to make sure that everything is as it should be. I feel confident because I know that my money is being monitored on a daily basis and I am kept informed of any changes. Overall I would have no hesitation in recommending Julie to any of my family in friends because she does an excellent job, and I believe her services are good value for money.

Christina, Renfrewshire

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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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