I am the third generation of my family to have entered the Financial Services sector. Starting as far back as 1921 with my grandfather, followed by my mother, I am very proud to share the same family philosophy of handing financial success on to the next generation. I firmly believe that prudent financial planning should cater to the needs of the whole family - from the oldest down to the youngest.With two prime office locations within the picturesque village of Goudhurst and one office in Cranbrook in Kent, Burfields House Wealth Management Ltd is a holistic practice covering all aspects of what you need to consider to plan your financial future and security. Very much part of the community, we are a local business with the backing of one of the UK's leading wealth management companies, St. James's Place Wealth Management.Over the years we have clearly identified that face to face ongoing advice with the same adviser gives you continuity with someone you know and trust. Our focus on building and maintaining long term relationships gives financial peace of mind and is something our clients value highly.Naturally, no one person can do it all and we are delighted to have specialist advisers within the practice in certain areas of financial planning, including Inheritance Tax mitigation, Later Life Planning, Pension and retirement planning and Capital Gains Tax strategies.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.The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.Please feel free to contact me or visit our website for more information: www.burfieldshousewm.co.ukDavidThe Partner/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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 14/02/2024