BFS Wealth and Protection

Welcome to BFS Wealth and Protection. We are a firm of financial advisers based in Sheffield, South Yorkshire. We provide our services to individuals and businesses alike. For individuals we concentrate on assisting in the accumulation of assets, then we help, when the time is right to de-cumulate (in the most tax efficient manner). We also assist clients in ensuring that they do not have to pay any un-necessary tax, usually with inheritance tax in mind. Some of our clients are asset rich and time poor. We help them run their finances in order that they can concentrate on doing their jobs and provide for the ones they love. Our business services are designed around employee benefits and wellbeing, however, we also help business owners run their businesses with tax efficiency and risk in mind. This can include re-arranging insurance policies to ensure tax efficiency or premium cost reduction. Burley Financial Services is a trading name of BFS Wealth and Protection Ltd which is authorised and regulated by the Financial Conduct Authority.