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About Us |
| History | |
| Our Proposition | |
| Meet Our Advisors | |
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Our Services to Individuals |
| Retirement Planning | |
| Investment Planning | |
| Protection Planning | |
| Inheritance Tax Mitigation | |
| Mortgages | |
| Financial Health Check | |
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Our Services to Divorcing Couples / |
| Relationship Breakdown | |
| Pensions and Divorce FAQ's | |
| Collaborative Divorce | |
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Our Services to Trusts and Trustees |
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Our Services to Companies |
| Employee Benefits | |
| Pension Schemes | |
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Director Pension Benefits |
| SSAS | |
| Shareholder Protection | |
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Company Benefits |
| Key Man Life Assurance | |
| Commercial Mortgages | |
| Employer Pension Scheme Review | |
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News |
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Contact Us |
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Links |
History
| BFS (formerly known as Joseph W. Burley & Partners Ltd) was established in 1953, to provide financial solutions for clients in the Yorkshire region. Since it’s incorporation in 1975 the company’s geographic base has expanded throughout the British Isles. Our range of services has also grown and includes specialist financial advice on taxation & trust planning, pension transfers, pensions and divorce in addition to employee benefits. |
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| Independence is important for our working ethics, however, what really counts to our clients is that we are able to look at all their financial planning needs – whether individual investors or companies – from their viewpoint and then provide advice that really relates to their financial needs. |
| The unparalleled experience gained providing financial solutions for the past 50 years allows us to satisfy individual clients requirements effectively and efficiently. |
| For all new clients, we offer an initial informal meeting at our cost. During this meeting we will discuss and review your individual circumstances. |
| Specialist services currently available, on top of our general financial planning services are as follows; • Employee Benefits Packages / Reviews • Inheritance Tax Planning • Pensions and Divorce • Pension Transfers • Risk Analysis and Asset Allocation • Trustee Investment Planning • SIPP’s / SSAS’s • Pension Review Service • Retirement Income Service • Wealth Management |
| The Financial Services Authority does not regulate taxation and trust advice. |