About Us

Who We Are /

About Bury Financial Advisers

Bury Financial Advisers was established in April 2009 by Paul Brown and the company continues to go from strength to strength. The business has grown somewhat from the early days and the company now consists 3 advisers Paul Brown, Christine Brearley and Brett Garlick along with 5 support staff. We have a great little team and everyone takes pride in delivering excellent service to our clients.

We specialise in Wealth Management (Investments & Pensions). In particular, we have a lot of experience of Occupational Pensions and Pension & Divorce cases but offer financial advice across the spectrum including Individual Protection, Group Protection, Corporate Financial Planning and IHT planning.

Picture of: Paul Brown

Picture of: Brett Garlick

Retail Distribution Review

The FCA is leading a drive to increase professionalism in the industry through the Retail Distribution Review (RDR). One of the ways in which they are doing this is to increase the standard of qualifications advisers and financial planners must have.

Although this only came into force in January 2013, we are extremely proud that our advisers had already attained this requirement.

Customer FAQ / Support Centre

Do I Need An Adviser?

One of the main advantages of employing the services of an Independent Financial Adviser (IFA) is our ability to understand how the various aspects of financial planning overlap. This is then used to formulate a plan considering all of your objectives as opposed to just focusing on individual areas.

How We Treat Our Clients Fairly?

We have created a graphic which we use to demonstrate where time is most spent with our new clients. We would usually include this in our introductory pack during your first meeting with an adviser.

Investment Process?

Our job is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.

Help With Investments?

By working through a series of logical steps, you will gain a better understanding of the reasoning behind our recommendations and confidence in the resulting choice of investments.

Help With Pensions?

Pensions have received a lot of bad press over the last decade; for some pensions is a dirty word and evidence suggests that many of us have not made any pension provision at all. Instead they rely on other investments like the value of their business, home or additional security.

For More Information, Please Do Not Hesitate To Contact Us Today.... 0161 763 8711

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