Burfields House Wealth Management Ltd
Financial Services - Cranbrook, England, United Kingdom
Burfields House Wealth Management Ltd Employees
Burfields House Wealth Management Ltd Details
Burfields House Wealth Management Ltd is a holistic Practice based in Goudhurst, Kent. We specialise in providing high-quality bespoke advice to individuals, families, trustees and businesses, helping to plan their financial future and security.Client focus lies at the heart of everything we do. We thrive on building positive long-term relationships where we can make a difference and clients take value in our honest, straightforward approach.We can provide investment advice tailored specifically to each client across a wide range of services, including:Inheritance Tax and Estate PlanningISA's*Investment PlanningPension and Retirement PlanningLater life and care planningTrusts**Tax planningSchool & University Fees planningCorporate business servicesAccess to banking and mortgages"Life is very uncertain and our wealth of life experience helps us to manage our clients' future when it comes to such things as financial needs, later life planning and the loss of a loved one."David Cole, Director of Burfields House Wealth Management LtdYour home may be repossessed if you do not keep up repayments on your mortgage.*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.**Trusts are not regulated by the Financial Conduct Authority.
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