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Burnett & co Financial Planning Ltd profile image
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Burnett & co Financial Planning Ltd

Greater Manchester

‘20 Certificate of Excellence

Friendly, no nonsense, fully impartial advice on all aspects of clients savings, insurance and protection needs, investments, pensions, pension transfers, annuities and inheritance tax planning with 30 years experience in the Financial Services sector. Working for a family based business where ethical practise and the clients best interest is at the heart of everything that we do.

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What do you love most about your job?

Being regarded as a trusted adviser and friend to my clients and being referred to friends, family and work colleagues provides me with great job satisfaction

What inspired you to start your own business?

Having worked in financial services for 28 years in the corporate sector I came to believe that clients deserved better than being treated as a number and a tick in the box towards achieving a target and a bonus. I believe that each client is individual with their own needs and requirements. My aim is to provide advice across the whole of the market, as opposed to being tied to just the one company as I feel strongly this is the best way to provide all my clients with the very best mix of investments coupled with excellent service and management and I feel that this is the best proposition for both my existing clients and potential new clients.

Why should our clients choose you?

I have 30 years’ experience in providing financial advice to my clients and have a very strong belief that everyone should have access to quality, affordable and knowledgeable financial advice. It is important to me that I understand what’s important to you now and for the future and help you to plan financially to achieve the goals you set yourself.

With this in mind I offer a free, no obligation initial review – this will give me the opportunity to speak to you about your goals, review your current holdings and let you know whether you are on-track to achieve the financial future you are looking for.

Working as part of the team at Burnett & Co Financial Planning I am able to offer independent advice on Pensions, annuities, auto enrolment, investments, protection, and inheritance tax planning and although I am based in Urmston I work throughout the Greater Manchester, Lancashire and Cheshire areas. I also have fantastic business partners in the Mortgage, Accountancy, Wills and Solicitors fields so am able to refer onwards as necessary providing a holistic approach to financial advice. Please feel free to take a look at my client reviews to reassure yourself of the quality and standard of service I provide.

I look forward to hearing from you.

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Reviews

4.91/5.00

based on 172 reviews

The average rating for Bark Financial Advisors in Manchester is 4.91, based on 172 reviews.

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