As Independent Financial Advisers (IFAs) we are not tied to any particular provider so we are able to offer advice on all the products or solutions in the marketplace. This website highlights some of the areas we offer advice on, but we do also offer many other services like Tax Planning, Inheritance Tax (IHT) Mitigation, Pensions & Divorce, Business Protection and Corporate Pension solutions, amongst other things. If the area that you want financial advice on is not listed on this website, please contact us as it’s likely that we will be able to help you.
Because of the close links we have forged with local solicitors and accountants, we feel that we are able to offer a truly holistic financial planning experience. Our connections allow us to keep abreast of any legislative changes and ensure that our advice remains appropriate to your circumstances.
Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you?
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.
The Bury Financial Advisers Ltd Investment Process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match.
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.
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