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 InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Advice, Wealth Management, Tax Planning, Trust and Estate Planning, Pension Planning, Investment Planning, Mortgages, IHT Planning.
- HQ
- London, London
- Competitors
- Leagold Miller, Heitman.
Gerald Burns Wealth Management Ltd Questions
Gerald Burns Wealth Management Ltd's website is https://partnership.sjp.co.uk/partner/geraldburns
Gerald Burns Wealth Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/gerald-burns-wealth-management-ltd
Gerald Burns Wealth Management Ltd's industry is
Financial Services
Gerald Burns Wealth Management Ltd's top competitors are
Leagold Miller,
Heitman.
Gerald Burns Wealth Management Ltd's categories are Financial Services
