VouchedFor rating and reviews for Peter Lee, IFA PLYMOUTH

01752 500909

Contact us today so we can discuss your financial goals

01752 500909


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority does not regulate on Estate Planning.

  • Wealth Management

    wealth management
    Are you looking to retire in the near future? This is where we can help look at your savings and investment plans.
  • Corporate Financial Advice

    Ensuring that businesses maintain and grow their financial wealth and protect their assets.
  • Inheritance Tax Planning

    Seeking proper tax advice can help you reduce the level of inheritance tax that would be paid on your death.
  • Mortgage Advice

    Let us help you with your mortgage, we can offer exclusive Mortgage schemes and recommendations.