Budge & Co Ltd

Welcome to Budge & Company, a family-run business that has been operating for over 40 years, providing fully independent financial advice to individuals and businesses. Our team of experts is dedicated to securing your financial future and delivering a personal and expert service to all our clients.

Our History and Values

Established in 1974, Budge & Company has a long and reputable history of providing comprehensive financial services, including pensions, investments, tax, and wealth management. Our business is built on the values of integrity, expertise, and personal attention to detail. We pride ourselves on our ability to understand our clients' needs and goals and deliver tailored solutions to meet their financial objectives.

Our Team

At Budge & Company, we are a team of skilled professionals who are passionate about providing exceptional service to our clients. Our team includes experienced financial advisors, planners, and administrators who work together to ensure that every client receives the best possible advice and support.

Our Services

We offer a wide range of financial services, including:

• Pensions and Retirement Planning: We provide expert advice on personal pensions, company pension schemes, and retirement planning to ensure that our clients have a secure financial future.
• Investments: Our team of experts helps clients to grow their wealth through a range of investment products and strategies.
• Tax Planning and Wealth Management: We provide tailored tax planning and wealth management solutions to help clients manage their financial resources effectively and minimize their tax liabilities.
• Protection and Insurance: We offer expert advice on life insurance, income protection, and other forms of insurance to provide financial protection for our clients and their loved ones.

Our Commitment to Customer Fairness

At Budge & Company, we are committed to providing a fair and transparent service to our clients. We believe that our clients should receive the best possible advice and support, and we are committed to ensuring that our clients receive fair and clear communication at all times.

Our Authorisation and Regulation

Budge & Company is an authorized and regulated by the Financial Conduct Authority (FCA), which ensures that our business operates according to strict standards of conduct and competence. We are also committed to adhering to the FCA's Principles of Conduct and the Treating Customers Fairly (TCF) guidelines.