About Us
We have been helping families deal with their financial affairs for over 25 years. Second generation members of some families are clients in their own right. Planning with these families often includes some form of asset protection for the third generation as well.
We are an Accredited Financial Planning FirmTM and have to meet exacting standards each year laid down by The Chartered Institute of Securities and Investment.
Lee Strathy is an independent adviser. We always begin our advice process with an open mind and consider all options. We use a carefully designed filtering system to ensure that clients receive recommendations which are most suited to their circumstances.
We may be a small team at Lee Strathy, but we hold the highest qualifications in our respective fields. We have ready access to and benefit from a very strong team of specialists who provide us with ‘big company’ departmental support as required.
We are a member of EBIS, a group of like-minded financial planners. This acts as our Investment Committee through which we also discuss and resolve financial planning and tax issues.
Details of EBIS can be found here.
