Gerald Burns Wealth Management Ltd

Gerald Burns Wealth Management Ltd company information, Employees & Contact Information

Gerald Burns Wealth Management Ltd is a successful Wealth Management Practice in the City of London. We provide bespoke face to face financial advice to individuals and businesses throughout the UK. We offer tailored advice which meets both the personal and the business objectives of the individual looking to build, grow, protect or preserve their wealth. Our Principal Gerald Burns is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute which is the highest achievement in our industry sector. Our core company philosophy which has been instilled by Gerald is 'putting our clients first'. We primarily work with professionals seeking to grow their wealth through to retirement by taking advantage of tax efficient investments, to retired professionals seeking to preserve their wealth for their children/grandchildren through inheritance tax planning. Whatever the situation, we provide the advice which successfully guides our clients to financial freedom. The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.

Company Details

Address
York House, 23 Kingsway, London,london Wc2b 6uj,united Kingdom
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
London, London
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