Since 2009, Bury Financial Advisers have been providing an exceptional service to clients. This local firm pride themselves on offering a 'truly holistic financial planning experience,' thanks to their close relationship with solicitors and accountants.

These connections mean that Bury Financial Advisers are up to date on the latest legislation; ensuring they can offer advice which is current, accurate and one which is tailored to your specific needs.

This business can provide advice on all products and financial solutions, unlike other financial advisers. This is because they are not tied to one particular financial provider.

The team at Bury Financial Advisers are friendly and honest. Although many can plan their own finances without the use of an external company, the service and knowledge provided by Bury Financial Advisers is one which cannot be competed with.

This independent business will assess your situation, lifestyle and will give you advice based on your own objectives.

Services

Pensions

Planning your future is key to enjoying later life. The highly qualified team at Bury Financial Advisers will discuss the correct pension plan for you. By assessing your income and lifestyle, this local business will provide you with a solution which ensures that you maintain the same standard of living when you aren't working.

With the introduction of the National Employment Savings Trust, it is important that you start to plan your future now.

The different pensions available are:

• Stakeholder Pensions
• Personal Pensions
• Self-Invested Personal Pensions (SIPP),
• SSASs
• Group Pensions
• Occupational pensions, plus more.

These pensions vary in cost and investment ability. This is why you need an adviser who will offer you honest and professional advice which is beneficial to you.

Investment

With every investment comes risk. Before investing, this local firm ensures that each client is in the best possible financial position by advising them to:

• Sort out their debt
• Protect themselves from unforeseen circumstances
• Increase their savings
• Organise a pension before investing

There are a number of investments available to clients, such as:

• Shares
• Bonds
• Property
• Cash deposits

Bury Financial Advisers have a specialist investment process which has been created using the very best analytic tools available. This gives clients a resilient financial planning system which is continuous. Bury Financial Advisers update their Asset Allocation every three months before splitting and screening all of the funds available to the UK.  After filtering the funds, Bury Financial Advisers choose the strongest ones available for their stock selection.

Regular Premium

Rather than invest all of your available finances, Bury Financial Advisers are allowing clients to pay a fixed cost at regular intervals over a long period of time. This reduces the risk of investing because your finances will not be as reliant on the stability of the market.

Diversification

To help reduce the risk of an investment, clients can invest their money into more than one project. This is called diversification. Rather than investing in one company; which could lead to one big loss, clients can spread their investment across a few companies, decreasing the risk.

Tax wrappers

Tax wrappers give clients the ability to protect their investments from tax. These are subject to rules but can be used in an underlying investment or pool investment. Bury Financial Advisers can analyse your investment and see if you qualify for tax wrappers.

Services

There are a variety of other services available from Bury Financial Advisers, including:

• Tax Planning
• Inheritance Tax (IHT)
• Mitigation
• Pensions & Divorce
• Business Protection
• Corporate Pension Solutions

For more information on Bury Financial Advisers, visit their website using the links at the top of the page.  

Contact Bury Financial Advisers Ltd

0161 872 8013 - Please ask for Matthew when calling.