Financial services

Independent financial advice and guidance from a trusted advisor is really important when you move. We’ll put you in touch with the right people.

Get organised with experts

Make your move as efficient and as smooth as possible by sorting out your financials. Getting all the information you need from a qualified professional will help you to make informed decisions. At David Lee, we’re all about making the process stress-free for our customers, that’s why we’ll only recommend reliable and knowledgeable professionals to help with your financials.



Finding a mortgage that fits your circumstances can be confusing, whether you’re a first time buyer, investing in a buy-to-let property or remortgaging on an existing home. 

With so many deals out there, how do you know you’ve got the best one? That’s where an expert mortgage advisor steps in. They can access the whole market and ensure you’re not only getting the best deal, but the right one.



Protect your future with insurance. Putting your mind at ease has never been easier with bespoke insurance cover. From protecting your home to landlord insurance and income protection, a specialist insurance broker can offer advice on the best options for you.

let’s talk financial services