Achieve financial success and peace of mind with our expert guidance
At David Burnell Financial Services, we are committed to helping all of our clients achieve their financial goals. As an Independent Financial Advice (IFA) firm, we work with clients of all ages and income levels, providing bespoke support and guidance to help them make informed decisions about their money. Our team of experienced advisers (over 200 years' worth of experience) understand the financial landscape and stay up-to-date with the latest products, funds, and best practices within the industry. We work closely with our clients to understand their unique needs and goals, tailoring our services to meet them.
Our services include comprehensive financial planning, retirement planning, investment management, mortgages, protection, estate planning and help with probate. We believe that a holistic approach, looking at all aspects of our clients' financial lives, is the only way to develop a bespoke plan that fully meets their needs. At David Burnell Financial Services, we put our clients first. We believe in building long-term relationships based on trust, transparency, and open communication. We aim to help our clients achieve financial success and peace of mind, knowing their financial future is in good hands.
Our Services
We offer a comprehensive range of services to help our clients achieve their financial goals. These services include:
- Retirement Planning: We help our clients plan for their retirement, ensuring they have enough money to live comfortably in their golden years.
- Investments: We provide investment advice and management, helping our clients grow their wealth over time.
- Mortgages and Equity Release: We assist our clients in finding the right mortgage deal and help them release equity from their property.
- Protection: We provide protection solutions to ensure our clients and their loved ones are financially protected in the event of an unexpected event.
- Wills and Estate Planning: We help our clients plan for their estate, ensuring their wishes are carried out and their loved ones are taken care of.
- Probate: We assist our clients in navigating the probate process, ensuring their estate is distributed according to their wishes.
Our Approach
At David Burnell Financial Services, we believe that a holistic approach is the key to achieving financial success. We take the time to understand our clients' unique needs and goals, and develop a bespoke plan that meets their needs. We stay up-to-date with the latest products, funds, and best practices within the industry, ensuring our clients receive the best possible advice.
Overall Experience
The reviewer, Andrew Stratford, has had a highly positive experience with David Burnell, having used their services for years. He praises the staff, stating that they are knowledgeable and competent in their field.
Staff Competence
One of the standout aspects of David Burnell, according to Andrew, is the expertise of the staff. He commends them for knowing what they are talking about, which suggests a high level of professionalism and expertise.
