Monday to Saturday: 09:00 to 18:00 , Sunday: Closed
Friendly, no nonsense, fully impartial advice on all aspects of clients savings, insurance and protection needs, investments, pensions, pension transfers and inheritance tax planning from advisers with over 28 years experience in the Financial Services sector. Working for a family based business where ethical practise and the clients best interest is at the heart of everything that we do. Looking to develop long term relationships for clients, to always be there to guide our clients through their ever changing circumstances.
I have over 28 years' experience in providing financial advice to my clients and have a very strong belief that everyone should have access to quality, affordable and knowledgeable financial advice. It is important to me that I understand what's important to you now and for the future and help you to plan affordable goals tailored to your needs. I believe passionately in building and maintaining long-term relationships with all my clients to provide them with a source of trusted advice as their financial needs evolve over time in a professional and ethically driven environment. With this in mind I offer a free, no obligation initial review - this will give me the opportunity to speak to you about your goals, review your current holdings and let you know whether you are on-track to achieve the financial future you are looking for. Working as part of the team at Burnett & Co Financial Planning Ltd I am able to offer independent advice on Pension, investments, protection, Auto enrolment, inheritance tax planning and although I am based in Urmston I work throughout the Greater Manchester, Lancashire and Cheshire areas. I don't have a "minimum" investment level as with some advisers - my ethos has always been that wealth does not create itself and very few of us are born into this world with money, but we can create our own in simple, small stages ! I look forward to hearing from you.