Navigation
Your Reviews
Review a business you love

Bury Financial Advisers Ltd, Bury

Bury Financial Advisors offer a no nonsense, professional approach to managing your personal portfolio of pensions & investments.They determine the optimum earnings to meet your individual needs and level of risk. What sets them apart from other IFA's is the continual monitoring of recommended funds and suggest switches as necessary during the course of each year as well as the overall assessment of all their clients portfolios at least twice a year rather than the usual way of annual reviews undertaken by other "middle-of-the-road" IFA's. Their "funds bucket" model is a brilliant way of accurately determining future needs in retirement based on including every possible expense and income then incorporating complicated spreadsheet analysis to get any given scenario according to any change in financial circumstances. Their fees are reasonable and fair too ! Don't hesitate in calling them; you'll not regret switching...