Paul, plus colleagues Christine Brearley, Brett Garlick, and Charlene Love, with their support team take great pride in delivering excellent service and top-quality professional advice to every client.

Bury Financial Advisers specialise in Wealth Management, Investment and Pensions, with particular interest in Occupation Pensions, Pensions and Divorce whilst giving sound financial advice about Individual Protection, Group Protection, Corporate Financial Planning and IHT Planning.

Pensions, a pension is a tax efficient way to save and is recommended as probably the most important and efficient way to save towards eventual retirement.

Plan to retain or improve on your quality of life when you retire?

There are a number of options that apply to certain individuals and groups of people depending upon the employment status etc., for example:

Stake Holder Pensions, first introduced in 2001, are intended to encourage savings into a pensions scheme toward eventual retirement.

Personal Pensions,

Self-Investment Pensions (SIPPs), a government approved scheme permitting people to choose from an HMRC approved investment.

SSAS, is a small self-administered Occupational Pensions scheme.

Group Pensions schemes,

Occupational pensions etc.

Investments, Bury Financial Advisers are expert in guiding people through the options, their task is to assist each client to choose the correct option in each case.

Business Planning, Bury Financials’ Team are able to assist with planning how to protect a business in the event of key personnel becoming unfit to work, plus planning tax efficiency when profits are withdrawn from a business or when one is preparing for retirement.

Auto Enrolment legislation in respect of workplace pensions for all businesses employing more than one member of staff.

Inheritance Tax Planning, keeping ahead of the current legislation and future changes, for Married persons and Civil Partnerships. There are options available to mitigate IHT.

Ensuring that you have well written will planned to minimise the amount of tax due, transfer of assets via well planned lifetime gifts, trusts. By doing so one may retain an income whilst passing on capital to one’s beneficiaries.

Talk with Bury Financial Advisers today for impartial advice to help you plan for the better!

Click here now for details!

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