Plan Your Future with Confidence
At Bury Financial Advisers, we are a team of experienced and dedicated professionals who are passionate about helping our clients achieve their financial goals. Our company was established in April 2009 by Paul Brown, and since then, we have grown to become a leading independent financial advisory firm in the UK.
Our Services
As independent financial advisors, we offer a wide range of services designed to help our clients achieve their financial objectives. Our services include:
Investments: We help individuals and businesses make informed investment decisions, providing guidance on a variety of investment products and strategies to help you grow your wealth.
Pensions: We provide expert advice on personal and occupational pensions, helping individuals and businesses plan for their retirement and ensure a secure financial future.
Business Planning: We work with business owners to develop strategies for long-term financial success, providing guidance on matters such as business acquisitions, mergers, and exit strategies.
Inheritance Tax Planning: We help individuals and families plan for the transfer of wealth to future generations, minimizing the impact of inheritance tax and ensuring the continued success of their estates.
Resources: We provide a range of resources to help our clients make informed financial decisions, including news, newsletters, and financial guides.
Our Team
Our team consists of four experienced financial advisors, including Paul Brown, Brett Garlick, Simon Taylor, and Matthew Green, supported by seven qualified administrative staff. We pride ourselves on delivering exceptional customer service, taking the time to understand our clients' unique financial goals and providing tailored solutions to meet their needs.
Testimonials
Don't just take our word for it - here's what some of our satisfied clients have to say:
"Nicola G.: 'At Bury Financial Advisers, they are very professional and regularly provide me with details on how my fund is performing. They are all very friendly and knowledgeable, making it easy to understand complex financial concepts.'
"Pauj J.: 'Bury Financial Advisers are the best financial advisors in Bury. Paul takes the time to explain complex financial concepts in a clear and concise manner, and his expertise has given me peace of mind.'
"Suzanne T.: 'I've been extremely happy with the services offered by Bury Financial Advisers. The team is friendly and approachable, always willing to take the time to explain complex financial concepts and provide guidance on my investments.'
Get in Touch
If you're looking for expert financial advice, please don't hesitate to contact us today. Our team of experienced advisors is here to help you achieve your financial goals.
