Burfields House Wealth Management Ltd is a holistic Practice with offices in Goudhurst and Cranbrook, Kent. We specialise in providing high-quality bespoke advice to individuals, families, trustees and businesses, helping to plan their financial future and security.
Client focus lies at the heart of everything we do. We thrive on building positive long-term relationships where we can make a difference and clients take value in our honest, straightforward approach.
We can provide investment advice tailored specifically to each client across a wide range of services, including:
Inheritance Tax and Estate Planning
ISAs
Investment Planning
Pension and Retirement Planning
Later life and care planning
Trusts**
Tax planning
School & University Fees planning
Corporate business services
Access to specialist banking and mortgages
“Life is very uncertain and our wealth of life experience helps us to manage our clients’ future when it comes to such things as financial needs, later life planning and the loss of a loved one.”
David Cole, Director of Burfields House Wealth Management Ltd
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
**Trusts are not regulated by the Financial Conduct Authority.
Burfields House Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 31/10/2023
Company Details
- Employees
- 19
- Founded
- -
- Address
- Burfields House, The Plain,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- financial services, wealth management, Estate planning, IHT planning, ISAs, Investments, Pension & retirement planning, Later Life planning, Trusts, Tax planning, School Fees planning, Bespoke advice, Private clients, Business owners, Trustees, Investment Bonds, wealth managers, Investment strategies, Long Term Care Fees planning, Intergenerational wealth planning.
- HQ
- Goudhurst, Kent
- Competitors
- real5 Ltd, SeventySeven Wealth Management Limited, Fitzpatrick Woolmer, Chadwicks IFA (now Shackleton), Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management, Talis Independent Financial Advisers, Miller and Vincent Properties, Hayes Engineering & Garage Services, Compass Financial Solutions, Burfields House Wealth Management Ltd.
Burfields House Wealth Management Ltd Questions
Burfields House Wealth Management Ltd's website is http://www.burfieldshousewm.co.uk
Burfields House Wealth Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/burfieldshousewm
Burfields House Wealth Management Ltd has
19 employees.
View email and phone details for 19
employees at Burfields House Wealth Management Ltd.
Burfields House Wealth Management Ltd's industry is
Financial Services
Burfields House Wealth Management Ltd's top competitors are
Real5 Ltd,
Seventyseven Wealth Management Limited,
Fitzpatrick Woolmer,
Chadwicks Ifa (Now Shackleton),
Bright Wealth Management, Senior Partner Practice Of St. James's Place Wealth Management,
Talis Independent Financial Advisers,
Miller And Vincent Properties,
Hayes Engineering & Garage Services,
Compass Financial Solutions,
Burfields House Wealth Management Ltd.
Burfields House Wealth Management Ltd's categories are Financial Services
Burfields House Wealth Management Ltd's founding year is 1998
