Burley Fox

Burley Fox is a distinguished financial services firm dedicated to providing highly personalised services to a select group of individual private clients, private corporate and public companies, and trusts. With our headquarters located in the vibrant city of Cardiff, we pride ourselves on our ability to offer a boutique experience, specialising in looking after clients with investable assets in excess of 250k upwards.

Our aim is to deliver excellence to all our clients, built on a quality relationship and supported by consistently delivering on the mutually agreed investment mandate. Established in 2013, Burley Fox aims to marry together the trust, experience, and track record associated with an established firm, with the innovation and adaptability of a boutique. The two founders, Paul Burley and Paul Fox, collectively have over 50 years' experience in the financial services industry.

Tailored and flexible solutions

At Burley Fox, we recognise that every client is unique, and so are their financial needs. Our highly experienced independent Chartered Financial Planners are here to help you plan your future, meet your financial goals, and make the process as simple and straightforward as possible. We offer tailored and flexible solutions, whether you are looking to take control of your financial future, grow, build or protect your wealth.

Our bespoke solutions cater to various aspects of financial planning, including:

• *Planning for later life:* We understand that planning for retirement and later life is much more than pensions. Our experts will guide you through securing your future and help you plan every aspect of your later life.

• *Growing your wealth:* Successful wealth generation is relatively simple, but requires patience. Our experts will explore investment opportunities with you and help you grow your wealth.

• *Attracting and retaining key staff:* A well-structured employee benefits package is essential for attracting, rewarding, motivating, retaining, and engaging with your staff. We will help you design and implement an effective strategy to achieve your business objectives.

Expert independent advice

Central to our culture is the principle of independent financial advice. We foster a proactive and timely approach to investment management for our clients' financial benefit. Our experienced team of independent financial planners will work closely with you to understand your financial circumstances, identify your financial goals, time horizon, and your attitude to investment risk. With our objective and pertinent independent advice, we will help put your future in focus by providing robust analysis and clear, jargon-free recommendations.

Supporting you across all aspects of your financial planning and investment management requirements

At Burley Fox, we are committed to delivering excellence and building long-lasting relationships with our clients. With our expertise, innovative technology, and proactive approach, we will support you across all aspects of your financial planning and investment management requirements, ensuring you stay on track to achieving your financial goals.

If you're ready to put your financial future in expert hands, please contact us today. We would be delighted to discuss your requirements and help you create a future that matters.