How would you like to make the best of your Wealth and Protect Your Business? Bury Financial Advisers can help!
12th August 2022
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Silly question? Bury Financial Advisers believe that it is a very pertinent question and that making maximum returns on investments makes perfect sense!

Bury Financial Advisers is an Independent Financial Adviser (IFA) that is not tied to any particular provider enabling the team to offer unbiased advice on all products and solutions in the marketplace based upon what is best for each individual customers needs.

Bury Financial Advisers offers advice on Tax Planning, Inheritance Tax (IHT) Mitigation, Pensions and Divorce, Business, plus Business Protection and Corporate Pension solutions along with a number of other services designed to support you.

Because Bury Financial Advisers has very close links with local solicitors and accountants they are uniquely placed to offer a truly holistic financial planning service and make the process easier and more efficient. These connections also enable Bury Financial Advisers to keep abreast of legislative changes, remain compliant and offer advice that remains appropriate to the clients circumstances.

Bury Financial Advisers was established in April 2009 by Paul Brown, since then the company has gone from strength to strength serving many people locally and beyond. The Company has since been enhanced by the addition of Christine Brearley, Brett Garlick, Charlene Love and Matthew Green along with a support team of five people. The team is small tight-knit and very customer focused.

Bury Financial Advisers specialise in Wealth Management, Investments and Pensions, in particular the team has a lot of experience of Occupational Pensions, Pensions and Divorce cases and offers financial advice across a wide spectrum including Individual Protection, Group Protection, Corporate Financial Planning and Inheritance Tax Planning (IHT).

If you cannot see what you are looking for the team will be pleased to advise you about the full range of services that are available through Bury Financial Advisers.

 

Bury Financial Advisers has been at the heart of The Best of Bury for over 9yrs. The Best of Bury is the natural home of the most respected and trusted businesses in the entire region. Bury Financial Advisers is very highly recommended!

Accordingly, Bury Financial Advisers are keen supporters of the Retail Distribution Review by the FCA in its drive to improve professionalism in the Industry. Even though the RDR was enforced in 2013 the intent is still relevant and Bury Financial Advisers staff members have all attained this excellent requirement reinforcing the level of integrity that their clients may expect!

Contact Bury Financial Advisers today!

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Faz Patel

Member since: 10th July 2012

Need a trusted local supplier of goods or services? Look no further! I'm Faz Patel and It's my mission to support local business owners, provide great opportunities for increased visibility and help them...

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