Burt Financial Planning
meet solutions.
Making finance
personal
At Burt Financial Planning, our mission is to provide you and your family with peace of mind and the means to enjoy life on your terms. Whether you need advice on investment or retirement planning, Inheritance Tax, or intergenerational wealth management, we specialise in both individual and corporate services designed to shape your financial future.
What sets us apart is our commitment to face-to-face communication. We build lifelong relationships with our clients and their families, grounded in trust, openness, understanding, and expert financial advice.
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.
Why Choose
Burt Financial Planning?
We stand firm on three foundational principles: expertise, empathy, and integrity. These tenets form the bedrock of our culture, define our community, and guide every piece of advice and guidance we provide.
Choosing Burt Financial Planning means aligning yourself with one of the UK’s foremost financial advice and wealth management providers. As an Associate Partner Practice of St. James’s Place , our team boasts decades of experience helping clients from all backgrounds and industries make informed financial decisions tailored to their unique circumstances. We are dedicated to empowering you to feel confident and in control of your finances, ensuring your journey is guided by your ambitions – not the other way around.
Services & Advice
Our commitment goes beyond core principles – we are dedicated to providing the finest advice and market-leading services, all with one clear objective: helping you achieve your financial goals and shape your future.
Whether you’re ready to embark on your investment journey, explore pension strategies, or plan for wealth succession, our comprehensive range of services is tailored to meet your unique needs.
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.
We’re dedicated to ensuring that the fruits of your labour don’t simply accumulate but actively work for you. Collaboratively, we will design a personalised investment strategy and a meticulous plan to propel you toward your financial goals.
Management Approach
The Investment Management Approach that we adopt from St. James’s Place is meticulously designed to maximise the potential of your hard-earned assets, ensuring that you can feel confident your wealth is in expert hands.
Securing a financially robust and comfortable retirement is essential for enjoying your golden years. We can help you establish a comprehensive retirement plan to provide peace of mind today so you can fully embrace tomorrow.
We specialise in intergenerational wealth management, ensuring the seamless transfer of wealth across generations. We can help preserve and grow assets as well as promoting financial support, fostering a legacy of prosperity.
& Your Finances
The insurance and protection products we have access to offer a safeguard for you and your loved ones, providing vital support when life takes an unexpected turn. With our expert guidance, you can ensure that you and your family are prepared for whatever the future may hold.
Explore comprehensive suite of corporate services offered by St. James’s Place, each designed to empower entrepreneurs and corporate directors to effectively manage the financial security of their personal affairs, businesses, and employees.
We can connect you with trusted professional partners who provide comprehensive support for specialist financial services, including Will writing, charitable giving, and corporate philanthropy.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.
What our clients say...
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Secure Your Financial Future, with Burt Financial Planning
Begin your journey towards financial freedom with Burt Financial Planning. Our dedicated team offers personalised guidance tailored to your unique goals. Take the next step and contact us below to secure a more prosperous future today. We are committed to your financial well-being and are here to help you succeed.
