United Kingdom
Burfields House Wealth Management Ltd is a client-focused wealth management firm that specializes in providing bespoke financial planning advice. Founded in 1998, the company is headquartered in the United Kingdom, with offices in Goudhurst and Cranbrook, Kent.
The firm prides itself on prioritizing client focus, aiming to build long-term relationships based on honesty and a straightforward approach. Their services include a wide range of offerings, such as investment planning, pension and retirement planning, tax planning, and access to specialist banking and mortgages.
Notably, they provide expertise in areas like inheritance tax and estate planning, ISAs, trust management, and school and university fees planning. David Cole, the Director of Burfields House Wealth Management Ltd, emphasizes the importance of their life experience in guiding clients through uncertain financial needs, later life planning, and coping with the loss of a loved one.
It's important to note that Burfields House Wealth Management Ltd is an Appointed Representative of St. James's Place Wealth Management plc, which is authorized and regulated by the Financial Conduct Authority. This affiliation ensures that their investment offerings are directly linked to the performance of selected funds.
While they do not mention specific recent investments or investors, the company continues to showcase their commitment to providing tailored financial planning solutions and building enduring client relationships.
