- investment planning
- family protection
- Pension Transfers
- Inheritance Tax Planning
- Teachers pension scheme
- Local Govt Pension scheme
- Personal Financial Planning
- Final Salary Pension Transfers
- Pensions Freedom
- Wealth Management
- Income Protection
- Critical illness cover
- Life Insurance
- Life cover
- Pension Auto Enrolment
- Wills, Trusts and Inheritance
- enterprise investment schemes
- vct (venture capital trusts)
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 financially to achieve the goals you set yourself.
I believe passionately in building and maintaining long-term relationships with 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 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 also have fantastic business partners in the Mortgage, Accountancy, Wills and Solicitors fields so am able to refer onwards as necessary providing a holistic approach to financial advice. Please feel free to take a look at my client reviews to reassure yourself of the quality and standard of service I provide.
I look forward to hearing from you.
Burnett & co Financial Planning Ltd
Financial Adviser- Current