Burfields House Wealth Management Ltd is an holistic Practice covering all aspects of what you need to consider to plan your financial future and security.
Over the years, we have clearly identified that face-to-face ongoing advice with the same adviser gives you continuity with someone who you know and trust. Our focus on building and maintaining long-term relationships gives financial peace of mind and is something that our clients value very highly.
Naturally, no one person can do it all and we are delighted to have specialist Partners in certain areas of financial planning such as:
“Life is very uncertain and our wealth of life experience helps us manage our clients’ future when it comes to such things as long term care, financial needs and the loss of a loved one.”
David Cole, Director of Burfields House Wealth Management Ltd
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.