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Bury Financial Advisers Ltd
       
 
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Bury Financial Advisers Ltd
 
 
Overview: 

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

The business has grown somewhat from the early days and the company now consists of 5 members of staff including 1 adviser and 4 support staff.  We have a great little team and everyone takes pride in delivering excellent service to our clients.

We offer financial advice across the spectrum including (but not exclusively) Individual Protection, Group Protection, Corporate Financial Planning and Mortgages but we actually specialise in Wealth Management (Investments & Pensions).  In particular, we have a lot of experience of Occupational Pensions and Pension & Divorce cases.
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.
History: 

Bury Financial Advisers was set up in April 2009 by Paul Brown and the company continues to go from strength to strength.


 
 
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