Empowering Your Financial Future
At Bury Financial Advisers, we pride ourselves on providing expert financial advice and guidance to individuals and businesses alike. Established in April 2009 by Paul Brown, the company has grown significantly since its inception and now consists of a talented team of five Advisers and seven support staff.
Our Services
At Bury Financial Advisers, we specialise in Wealth Management (Investments & Pensions). Our services are tailored to meet the unique needs of each client, and we have extensive experience in Occupational Pensions and Pension & Divorce cases. Our comprehensive range of services includes:
- Personal Pensions: A tax-efficient way to plan for your retirement, we can help you understand the latest legislation changes and how you might benefit from them.
- Business Planning: As Independent Financial Advisers (IFAs), we are not tied to any particular provider, allowing us to offer advice on all products and solutions in the marketplace.
- Investments: Deciding how best to invest your money can be daunting. With so many options available and uncertainties abound, we can help you make informed decisions about your investment portfolio.
- Inheritance Tax Planning: Our expertise in IHT planning can help you protect your loved ones and assets from unnecessary taxes.
- Pensions: A pension is a tax-efficient way to plan for your retirement. We can help you understand the latest legislation changes and how you might benefit from them.
How We Work
At Bury Financial Advisers, our approach is centred around understanding each client's unique objectives and goals. We take the time to get to know you, your financial situation, and your aspirations. By working together, we formulate a tailored plan that considers all aspects of your financial well-being.
What Sets Us Apart
Our team of experienced Advisers and support staff are committed to delivering exceptional service to our clients. We take pride in building lasting relationships, and our transparent approach means you'll always know what's happening with your finances. We're authorised and regulated by the Financial Conduct Authority, and our FCA number is 499928.
Reach Out to Us
If you're looking for expert financial guidance, we're here to help. Contact us today to arrange a consultation and take the first step towards securing your financial future.
