Burley Fox Limited
Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited. We are a highly experienced team with many years of combined financial service experience. We are independent financial advisers and are therefore able to research the whole of the market. We are not just tied to one provider. We have offices in the centre of Cardiff. We offer a wide range of financial advisory and investment services and are experts in the fields of investment management, personal financial planning and employee benefits. The Advisory Portfolio Service (APS) aims to provide long-term wealth management for clients. The service is available to individuals, private trusts, charitable trusts and member trustees of Self Administered Pension Schemes (SSAS’s) and Self Invested Personal Pension Schemes (SIPP’s).
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Verified contacts
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Open roles
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Distinct roles
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- PF
Paul Fox
Chartered Financial Planner & Director · Finance & Accounting
EmailPhone - CD
Colin Dyer
Paraplanner · Finance & Accounting
EmailPhone - DM
Daniel McKelvie
Trainee Paraplanner · Finance & Accounting
EmailPhone
Showing 3 of 9 verified contacts
Top roles at Burley Fox Limited
8 distinct titles indexed · top 8 shown.
- 2administrator
- 1chartered financial planner & director
- 1director chartered financial planner
- 1ifa administrator
- 1investment manager & paraplanner
- 1operations manager
- 1paraplanner
- 1trainee paraplanner
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