Burley Financial Services
About Us
  History
  Our Proposition
  Meet Our Advisors
Our Services to Individuals
  Retirement Planning
  Investment Planning
  Protection Planning
  Inheritance Tax Mitigation
  Mortgages
  Financial Health Check
Our Services to Divorcing Couples /
  Relationship Breakdown
  Pensions and Divorce FAQ's
  Collaborative Divorce
Our Services to Trusts and Trustees
Our Services to Companies
  Employee Benefits
  Pension Schemes
Director Pension Benefits
  SSAS
  Shareholder Protection
Company Benefits
  Key Man Life Assurance
  Commercial Mortgages
  Employer Pension Scheme Review
News
Contact Us
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Investment Planning
Burley Financial Services have been advising people how to look after savings and investments for over 50 years. All investments have different purposes, for some they may be used as a repayment vehicle for their mortgages, for others they may be used to provide their main source of income. We can cater for all scenarios.
Burley Financial Services have several services on offer with the aim of ensuring that your investments are primarily on line to meet your aims and objectives, and secondly to ensure that you are satisfied with the amount of investment risk being taken.
The experience we have built up over the last 50 years working closely with a large number of clients is reinforced by the highest level of technological and administrative support, aiming to ensure that we can deliver a fast and accurate service to all our clients.
We make no apology for the time we will take in understanding you, your family and your needs. It is, after all, our detailed research and the effort we put in to understanding you that makes our service so valuable.
Only by learning as much about you as we can - especially what resources you have and what attitudes you have towards different types of risk - can we put together a long term strategy that takes full advantage of the opportunities available to you, without trying to do everything at once.
Your home may be repossessed if you do not keep up repayments on your mortgage.
 
Burley Financial Services Ltd is a private limited company registered in England and Wales under company no. 121 7536.
Burley Financial Services Ltd is authorised and regulated by the Financial Services Authority.