Bury Financial Advisers Ltd

Bury Financial Advisers Ltd helps individuals, families and business owners make sense of their finances. Based in Bury, the team offers clear, independent advice on pensions, investments, retirement planning, tax and business finances, without making things feel more complicated than they need to be.

Financial advice without the confusing jargon

Money can be a difficult subject to talk about. Pensions, investments and tax planning often come with plenty of technical language, forms and big decisions, which can leave people wondering where to begin.

Bury Financial Advisers Ltd takes a much more personal approach. Established by Paul Brown in 2009, the business has built an experienced team of advisers and support staff who take the time to understand each client properly. Rather than recommending the same solution to everyone, they look at where a client is now, where they’d like to be and what needs to happen along the way.

Pension and retirement planning in Bury

Retirement planning is one of the firm’s key areas of expertise. Whether someone is many years away from retirement, preparing to finish work soon or already drawing an income, the team can help them understand their options.

Services include:

• Pension and retirement planning
• Personal and workplace pension advice
• Investment advice and portfolio reviews
• Wealth management
• Tax-efficient financial planning
• Inheritance Tax planning
• Pension advice following divorce
• Business protection
• Corporate pensions
• Auto-enrolment support

The team can review existing pensions, explain how they are performing and help clients create a realistic plan for the future. After all, retirement should be something to look forward to, not something that causes endless worry.

Investment and tax planning that feels personal

Investment advice is based on the client’s goals, financial circumstances and attitude to risk. The advisers explain the different choices available, why a particular approach may be suitable and what the potential risks are.

Support is also available for people looking to plan for Inheritance Tax, protect their family’s finances or manage their wealth in a more tax-conscious way.

Support for individuals and local businesses

Business owners can receive advice on workplace pensions, protecting the company and its key people, and planning how to take money from the business efficiently.

Meetings can take place at the Bury office, at home or by video call. The initial meeting is free, giving clients the chance to ask questions, talk through their situation and decide whether the service feels right for them. Bury Financial Advisers Ltd is an appointed representative of Pi Financial Ltd, which is authorised and regulated by the Financial Conduct Authority.

Contact Bury Financial Advisers Ltd

Address:
Europa House
Barcroft Street
Bury
BL9 5BT

Telephone: 0161 763 8711

Calls from a BT line are charged at your calling plan’s standard network rate. Charges from mobile networks and other providers may vary.

Email: info@buryifa.co.uk

Opening Times

Monday: 9:00am to 5:00pm
Tuesday: 9:00am to 5:00pm
Wednesday: 9:00am to 5:00pm
Thursday: 9:00am to 5:00pm
Friday: 9:00am to 5:00pm
Saturday: Closed
Sunday: Closed