Client Portal

Burt Financial Planning

Where dreams
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.

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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.

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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.

Investment Planning

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.

The Investment
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.

Retirement Planning

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.

Intergenerational Wealth Management

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.

Protecting You
& 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.

Corporate Services

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.

Other Specialist Services

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...

What were the circumstances that caused you to initially look for an adviser?
I was looking for advice on retirement options.

How has Connel Burt helped you?
Connel looked into all my options and provided me with easy to understand, expert advice.

Have you seen the outcome you were hoping for?
Yes, I now know when I will be able to retire and what my income and outgoings will be. This is such an important decision and I couldn’t have made it without Connel’s advice.
Client in East Lothian
What were the circumstances that caused you to initially look for an adviser?
Retirement planning & Income Protection

How has Connel Burt helped you?
Ensuring my family are protected if I am unable to work and helping me save for retirement

Have you seen the outcome you were hoping for?
Yes
Client in East Lothian
What were the circumstances that caused you to initially look for an adviser?
I had moved from being a company employee to self employed /LTD company and wanted to invest a lump sum /ongoing amount regularly as well as set up my own pension / transfer from old company pensions.

How has Connel Burt helped you?
Connel stepped in to take over from a colleague who had left the company and I noticed the difference immediately. He has communicated openly and honestly from the got get, ensuring I have all the information readily to hand. I have seen projections regularly and been kept completely abreast of the worldwide situation, particularly how markets are behaving since the pandemic hit.

Have you seen the outcome you were hoping for?
I have been pleasantly impressed with how well my fund has been actively managed and recovered.
Client in West Lothian
What were the circumstances that caused you to initially look for an adviser?
Needed pension advice

How has Connel Burt helped you?
He explained everything in a completely understandable and clear way, and gave me various investment options.

Have you seen the outcome you were hoping for?
Better outcome than I expected! I had my review recently and the value of my fund increased by more than I expected!
Client in Renfrewshire
What were the circumstances that caused you to initially look for an adviser?
Lack of advice and information from my bank

How has Connel Burt helped you?
Bu providing professional advice and explaining it clearly and concisely to make sure I understood everything

Have you seen the outcome you were hoping for?
Absolutely yes. Especially in current covid 19 pandemic
Client in Dunbartonshire
What were the circumstances that caused you to initially look for an adviser?
Poor performance of several banks, High street Private Banking Service

How has Connel Burt helped you?
Provided an over all quality analysis of the present and a well structured and logical way forward tailored to our needs.

Have you seen the outcome you were hoping for?
So far the outcomes have been positive, but as this is a long term program and investment strategy then what pans out over the next 10 to 20 years is of greatest importance, but we are off to a good start.
Client in East Lothian

The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.

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.

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