Matthew Burman Email & Phone Number

Based in Stoke Bishop, Bristol with clients all over the South of England, I offer a professional, personal service that is uniquely tailored to each client’s individual needs. Practicing as an adviser since 1999 on the full spectrum of financial products I recognise that almost all long-term financial considerations are mutually linked or more often critically dependent. Therefore I offer an holistic approach covering all areas of financial planning. I review clients on an ongoing basis ensuring they have sufficient planning in place for any eventuality whilst helping them to visualise their future and discover the options open to them. With today's busy lifestyles my clients value having a trusting relationship with one professional adviser who takes care of all their financial planning needs incorporating Investments, Retirement planning, Mortgages and Financial Protection. Over the years I have built a diverse bank of clients of all ages ranging from individuals to partnerships and limited companies. Clients are often recommended to me from existing clients or professional connections. As an IFA, I have a responsibility to ensure that the advice I give you is up-to-the minute, pertinent and forward-looking. I will help them understand their current financial position & to form and implement a short, medium and long-term strategy to protect & develop their assets. My own business philosophy is of absolute integrity, dedication to my client’s interests, and an ongoing commitment to provide professional excellence in every aspect of my advisory role.Specialties: Holistic Financial Planning including Pensions, Investments and Protection

Listed skills include Retirement Planning, Financial Advisory, Pensions, Inheritance Tax Planning, and 41 others.