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Meet Us

Artwork by Chuck Elliott

Our team may be small, but our experience is unrivalled as we have more than 50 years of combined experience in financial services between us. We want you to get to know us and understand where our passion comes from, so click on our individual pages below to learn more.

Matthew Burman

Independent Financial Adviser

Hazel Burman

Paraplanner

How we can help you

To put it simply, we offer holistic, independent financial planning. We start with a blank piece of paper and tailor our work, so it is bespoke to the client.

We are committed to delivering a personal approach by welcoming you into our home and we won’t leave any stone unturned.

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Guide: What the Back to the Future ripple effect could teach you about financial planning

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Landlords, could your loved one face a tax bill if they inherit your portfolio?

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Contact

We’re here to be a positive change in your life. Get in touch to better understand how we work.

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    EMAIL 0117 968 8687

    Positive Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, FCA Register number 958154. You can find us on the FCA register by clicking here. Registered in England and Wales Company number: 05492767 Registered Office: 12 Stoke Park Road, Stoke Bishop, Bristol BS9 1LF Tel: 0117 968 8687

    The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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