Financial Planning

Burn & Company – help with Financial Planning

Making financial decisions, in an increasingly complex world, is never straightforward and we have therefore formed a separate company, using the resources from one of a panel of recommended independent financial planning specialists, authorised and regulated by the Financial Services Authority, to assist private clients with their future financial planning needs.

We place great emphasis on understanding clients' individual circumstances and seek to develop a long term, personal relationship, which we believe will be of genuine value to our clients over the long term.

Services we can provide

The following is a brief summary of some of the areas of assistance we are able to offer:

• Capital Investment
• Pension Planning
• School Fees Planning
• Inheritance Tax Planning
• Life Assurance and Income Protection
• Long Term Care Planning

Please do not hesitate to contact Mark Burn or Claire Waterhouse in complete confidence if you wish to discuss any matters relating to this area.