About us

At Burt Financial Planning, we believe in the power of personal connections. We understand that when it comes to something as important as your finances, a human touch can make all the difference.

We invest considerable time in understanding our clients

That’s why we take the time to get to know our clients, aiming to build lasting, trusted relationships that endure. From our office in Haddington, we serve individuals and businesses across East Lothian, Edinburgh, and beyond, offering personalised financial planning and wealth management services tailored to each client’s unique needs.

Collaboration is at the heart of what we do. We foster close ties with East Lothian solicitors, accountants, and mortgage brokers, actively engaging experts in every field to consider all aspects of our clients’ financial affairs.

If you’re interested in discovering how Burt Financial Planning can enhance your financial well-being, why not join us for an informal chat or an introductory meeting? Simply fill out our contact form, and a member of our team will be in touch promptly. Let us show you a different approach to securing your long-term financial future.

Meet the Team

Connel Burt

Founder

Our founder, Connel Burt, began his career in financial services back in 2014, fresh out of university. With dedication and expertise, he has fostered enduring professional connections with individual clients, businesses, trusts, and charitable bodies, accumulating a wealth of extensive and diverse experience along the way.

Lisa Baxter

Client Support Specialist

Lisa has worked within the financial services sector for over 14 years and takes pride in delivering unparalleled service to every client.

Her previous experience in the banking industry has enabled her to gain a deeper understanding of financial products and services, which she has harnessed to benefit our clients here at Burt Financial Planning. Hers is the first face you’ll see when you step through our doors.

Ben Basey

Financial Adviser

Ben brings a friendly, down to earth approach to helping clients feel confident about their finances. After starting his career in recruitment, he’s carried strong people skills and a natural rapport into financial planning.

With a degree in Economics, he combines practical insight with a relaxed, approachable style. As Connel’s cousin, he’s proud to be part of a genuinely family run business built on trust, continuity, and long term relationships.

What our clients say...

What were the circumstances that caused you to initially look for an adviser?
I had built up savings and wanted to do something with them. Interest rates on the account they were in were very low.

How has Connel Burt helped you?
Connel took the time to explain to me everything about investing and the markets in general. He explained what his role was and helped me understand both the pro's and con's when investing. After our initial conversation, I had a lot of questions to ask Connel and he was always available to answer everything.

Have you seen the outcome you were hoping for?
Yes, it has been a really interesting experience.

Client in Ayrshire

What were the circumstances that caused you to initially look for an adviser?
I needed to get my house in order as I will retire in a few years

How has Connel Burt helped you?
Connel brought together all the various savings and pensions and set up a structured system for private pension, savings and growth.

Have you seen the outcome you were hoping for?
Everything was going well until covid19 showed up and slowed things down. I am sure everything will pickup again once covid19 goes away.

Client in Dunbartonshire

What were the circumstances that caused you to initially look for an adviser?
I had accumulated savings that were sitting idle in a savings account that was paying noting in return. I approach Connel at Wallace Financial Planning to see if they could make this money work for me.

How has Connel Burt helped you?
Connel took me talked me through all the options available to me and demonstrated how these products worked. It was decided that an investment ISA was appropriate. Connel took the time to explain in full how such a product works and explain the risks & benefits associated with this product. He keeps me briefed with the ISA's performance and is always happy to assist me or others with any matters are or concerns I may have.

Have you seen the outcome you were hoping for?
Yes, I have seen the value of my ISA grow.

Client in East Lothian

What were the circumstances that caused you to initially look for an adviser?
I had inherited money and needed advice about the best investments for us.

How has Connel Burt helped you?
Connel was very thorough in assessing what our needs were and discussing the options available to us. He advised on all aspects of our finances and set up a fund. Connel was very detailed in his explainations of what would happen to my money, which was very reassuring.

Have you seen the outcome you were hoping for?
Yes. I am very pleased with the outcome so far.

Client in Argyll

What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed to transfer my pension from a workplace pension scheme which was not flexible to facilitate gradual drawdown and early access to my tax free lump sum

How has Connel Burt helped you?
Connel explained the merits of St James Place and what it would mean for me financially to invest my pension pot in one of their conservative portfolios to balance risk in investment at this juncture of my life. He fully and honestly explained all the associated costs of administering the fund and gave very sound advice regarding accessing my pension funds in the early years of investment. He has also helped me more recently both with advice to best weather the pandemic and to top up my drawdown fund from my redundancy payout. He took the time to ensure I fully understood the pros and cons of different options based on my forecast monthly/yearly needs and plans; this has enabled me not to overreach myself.

Have you seen the outcome you were hoping for?
Clearly the Coronavirus pandemic has had a negative impact on my original investment just under a year ago; however the recovery is already well underway and I am very grateful for the "steady as you go" advice Connel and his colleague provided in April. I truly feel that St James Place have done a great job to minimise the impact and have every confidence that once we are through this, I will see good positive margins for my investments to draw on.

Client in East Lothian

What were the circumstances that caused you to initially look for an adviser?
Following retiral I had a lump sum I was looking to invest for growth and future use.

How has Connel Burt helped you?
He made sound recommendations, backing this up with historical examples and sufficient information to have confidence in his advice.

Have you seen the outcome you were hoping for?
Yes, subject to recent impacts of the covid virus.

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.