Business Details
13 Years
experience
Expert Financial Planning in Cardiff
Established in 2013, Burley Fox is a boutique financial services firm offering highly personalised solutions to private clients, corporate entities, and trusts. Our team of independent Chartered Financial Planners brings over 50 years of combined experience, delivering tailored advice focused on wealth management, retirement planning, and corporate services. We prioritise quality relationships and operational agility, leveraging technology to provide timely investment management. Regulated by the Financial Conduct Authority, we specialise in serving clients with investable assets exceeding 250,000.Our approach combines the trust of an established firm with the innovation of a boutique, ensuring clarity and simplicity in achieving financial goals. We focus on long-term partnerships, offering expert guidance in estate preservation, family protection, and strategic investment planning. Our commitment to excellence is demonstrated through consistent delivery of mutually agreed investment mandates. Based in Cardiff, we serve clients across the UK with a client-centric philosophy rooted in independence and transparency.
Services
Retirement Planning
Investment Management
Wealth Protection
Estate Preservation
Corporate Financial Services
Portfolio Management
Details
- Year established: 2013
Highlights and features
- We hold Chartered Financial Planner status for professional excellence
- Our team has over 50 years combined experience in financial services
- We provide bespoke solutions for clients with 250k+ investable assets
- Regulated by the Financial Conduct Authority for client protection
- We combine boutique agility with established industry expertise
Associations and certifications
- Financial Conduct Authority
Services
Retirement Planning
We help clients plan comprehensive retirement strategies beyond pensions. Our approach considers estate preservation, tax efficiency, and lifestyle goals. With expertise in regulated financial advice, we create tailored plans for individuals with significant assets, ensuring financial security in later life through strategic investment management.
Investment Management
Our discretionary portfolio management service focuses on wealth generation through diversified investment strategies. We implement tailored asset allocation plans aligned with risk profiles and financial objectives. Using advanced market analysis, we optimise returns while maintaining compliance with FCA regulations for clients seeking long-term capital appreciation.
Corporate Financial Services
We provide strategic financial solutions for businesses including employee benefits packages and succession planning. Our services help attract and retain key staff through competitive remuneration structures. We also offer corporate investment strategies and financial planning support for business owners looking to grow or transition their enterprises.
People
Paul Burley
Co-Founder
With over 25 years in financial services, Paul specialises in strategic wealth planning. He focuses on creating tailored investment solutions for high-net-worth clients, combining industry expertise with innovative approaches to asset management and estate preservation.
Paul Fox
Co-Founder
Bringing extensive experience in portfolio management and corporate finance, Paul leads client relationship development. His expertise in navigating complex financial markets helps clients achieve long-term wealth protection goals through disciplined investment strategies and comprehensive financial planning.
Questions
What services does Burley Fox offer?
We specialise in retirement planning, investment management, wealth protection, estate preservation, and corporate financial solutions for clients with £250k+ investable assets.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 610482, ensuring compliance with UK financial services standards.
What areas do you serve?
Based in Cardiff, we provide services to clients across the UK, focusing on tailored financial solutions for both individual and corporate clients.
What experience do your advisers have?
Our co-founders have over 50 years combined experience in financial services, holding Chartered Financial Planner status with expertise in managing complex investment portfolios and financial planning.
