Bree Wealth
  • About Us
  • What We Do
    • Our Fees Explained
  • Our Services
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    • Retirement Planning
    • Estate Planning
    • Later Life Planning
    • Personal Protection
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  • Testimonials
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  • 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

Julie has been invaluable in advising me of the best savings deals for me. Having a young daughter I have had to plan for my family's financial security. Julie has always been happy to advise me of the best deals available, either in person or on the phone. She has always offered me sound advice and answered all my questions no matter how small. I would recommend Julie to anybody seeking impartial, knowledgeable advice.

Sarah, Merseyside

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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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