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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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Financial News |
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Contact Us |
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Financial Advisors Site Map
| About Burley Financial Services | ||
| History - Our range of financial services has also grown and includes specialist financial advice on taxation & trust planning, pension transfers, pensions and divorce in addition to employee benefits. | ||
| Our Proposition - The aim of this page is to explain to customers and potential customers what they can expect to receive from Burley Financial Services and what they can expect to pay for our financial services. | ||
| Meet Our Advisors - view profiles of our Financial Advisors | ||
| Our Services to Individuals | ||
| Retirement Planning - Next to your home, your pension is likely to be one of your largest assets. It is essential that your pension portfolio is reviewed on a regular basis. | ||
| Investment Planning - Burley Financial Services have been advising people how to look after savings and investments for over 50 years. | ||
| Protection Planning | ||
| Inheritance Tax Mitigation - Burley Financial Services have been advising people how to look after their families and themselves for over 50 years. There is no substitute for longevity in this particular field, especially when it comes to looking after loved ones. | ||
| Mortgages | ||
| Financial Health Check - As part of our initial and ongoing financial advice service, we like to make sure that our clients aims and objectives are regularly reviewed. In order to achieve this we produce our '12 Point Financial Health Check' to use as an ‘aide memoire' with clients. | ||
| Our Services to Divorcing Couples / Relationship Breakdown | ||
| Pensions and Divorce FAQ's - We are ideally placed with our financial advisers and experience to provide a high level of service in the traditional divorce cases and in cases of Mediation and Collaboration. | ||
| Collaborative Divorce - We always have to remember the basic principles of Collaborative work and we have to assist the parties to reach a settlement. At the end of the day it is their settlement, not ours, not their legal representatives, and certainly not the courts. | ||
| Our Services to Trusts and Trustees - Acting as a trustee is a position of great importance and should not be taken on lightly and for professional trustees the higher standard of Duty of Care can be even more daunting. | ||
| Our Services to Companies | ||
| Employee Benefits - Burley Financial Services provide impartial financial advice to our clients in order to ensure that employee benefits packages provide a excellent benefits for any given budget. | ||
| Pension Schemes - For many employers and employees, pensions are a mine field. This is not helped by ever changing legislation providing more choice and even more complications. | ||
| Director Pension Benefits | ||
| SSAS - Small Self Administered Schemes (SSAS's) are viewed by many people as being old fashioned. At Burley Financial Services we believe that the SSAS is very much alive and has a stronger position than ever to assist companies in achieving their retirement planning goals. | ||
| Shareholder Protection - Losing one of the shareholders could prove the most damaging to your company, and it is more likely to happen than you may think. | ||
| Company Benefits | ||
| Key Man Life Assurance - Losing a key colleague could prove the most damaging to your business, and it is more likely to happen than you may think. | ||
| Commercial Mortgages | ||
| Employer Pension Scheme Review - Whether you provide directors with EPP or SSAS pensions, staff with access to an occupational pension or just have a group personal pension to which you make payments on your employees' behalves; our Employer's Pension Review Service will help to identify just what you should be doing now and assist in developing a clear strategy to help you achieve your objectives for provision of a long term benefit to attract and retain your key employees. | ||
| Financial News |  |
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| Contact Us | ||
| Links | ||