Dealing with unexpected life events
Artwork by Chuck Elliott
Going through a loss, whether that’s through death or separation, can be a challenging time, to say the least. Chuck your finances into the mix and it gets even more complicated.
You need someone you can trust and provide reassurance that it will all be ok. You’ve probably halted your spending altogether and you need a financial planner that will give you the encouragement to carry on living your life.
For us, there is nothing more rewarding than helping someone find a new lease of life. We tread delicately and put your feelings first and foremost as we set out a plan that takes into consideration investments, savings, ISAs and Inheritance Tax.
Tax planning is not regulated by the Financial Conduct Authority.
Where we come in
Getting your finances in order
Your accounts and investments may be all over the place, but that’s ok. We have the experience to form a plan and get them in tip-top shape again.
Leaving behind a legacy
We’ll help you minimise the amount of tax paid upon death and ensure that you leave behind a legacy that supports your children. The future of your family is in safe hands.
Fees based on your circumstances
We are very flexible and competitive with our fees. We can personalise them to suit you and we want to be sure you receive value for money.
We use cutting-edge technology
Your goals are important to us, so we haven’t just settled for average technology. We carefully considered our options so we can accurately review your investments.
I have appreciated Matthew's careful listening. Understanding that I'm relatively conservative and low-risk. Matthew put together and managed a portfolio of ethical funds for me. His professional and personal support have far exceeded my expectations. Matthew Burman is exceptionally bright, a family man and very caring.
I felt immediately at home with Matthew, in spite of the disparity in our ages, as he helped me to look at my current situation and think clearly about future needs. I felt confident enough to follow his advice. I would have no hesitation in recommending his services to friends.
Matthew remains in contact; regularly reviews our portfolio and circumstances; he advises but never pressurises. He is very knowledgeable and we trust him. Matthew is a personable man. Matthew has been handling our finances since the early 1990s and in that time we have never had cause to be unhappy with his advice or the outcomes arising from it.