Investment Management

Whether you’re looking to invest a lump sum or start paying into a regular savings plan, our advisers offer expert, personally tailored advice to help optimise your income and ensure your investments stay on track.

Investment Management Independent Pension and Financial Advice
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Free Initial Consultation

Your adviser will want to understand your investment goals and requirements. We provide a free initial consultation which enables us to understand and  paint a clearer picture of your options.

Impartial Investment Advice

Getting expert impartial advice could help you to be significantly better off over the lifetime of your investment portfolio. All our advice team are independent and impartial.

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Our Advisers Can Offer Expert Assistance On:

  • Investment Planning

  • For Income

  • For Growth

  • Retirement

  • Tax planning

  • Windfall Optimisation

  • Ethical Investment

  • Bonds

  • Retirement Lump Sum

  • Investment ISA’s

Investment Advice

Over the lifetime of your investment, you could be £1,000s better off if you have expert, impartial investment advice to help you make the right decisions.

Contact us to arrange a free consultation

Call: 0800 103 2500

Book an online meeting, request a call back, or phone us.
You can book a consultation with one of our advisers.
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Burfield Financial Planning Independent Pension and Financial Advice