Burfields House Wealth Management Ltd

Burfields House Wealth Management Ltd is a holistic Practice with offices in Goudhurst and Cranbrook, Kent. We specialise in providing high-quality bespoke advice to individuals, families, trustees and businesses, helping to plan their financial future and security. Client focus lies at the heart of everything we do. We thrive on building positive long-term relationships where we can make a difference and clients take value in our honest, straightforward approach. We can provide investment advice tailored specifically to each client across a wide range of services, including: Inheritance Tax and Estate Planning ISAs Investment Planning Pension and Retirement Planning Later life and care planning Trusts** Tax planning School & University Fees planning Corporate business services Access to specialist banking and mortgages “Life is very uncertain and our wealth of life experience helps us to manage our clients’ future when it comes to such things as financial needs, later life planning and the loss of a loved one.” David Cole, Director of Burfields House Wealth Management Ltd Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.**Trusts are not regulated by the Financial Conduct Authority. Burfields House Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 31/10/2023