David Burnell Financial Services

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, with 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 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. Our services include comprehensive financial planning, retirement planning, investment management, mortgages, protection, estate planning, and help with probate. We believe that a long-term approach, taking into account individual circumstances, is essential in achieving financial success.

Our team is dedicated to putting our clients first, 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 Expertise

Our team of experienced advisers has over 200 years' worth of collective experience in the financial services industry. Our team is committed to staying up-to-date with the latest products, funds, and best practices within the industry. We believe that this expertise is essential in providing our clients with the best possible guidance and support.

Our Services

We offer a wide range of services, including:

• Comprehensive Financial Planning: We work with our clients to understand their financial goals and create a bespoke plan to help them achieve those goals.
• Retirement Planning: We help our clients plan for their retirement, ensuring they have the right financial structure in place to enjoy their golden years.
• Investment Management: We offer investment management services, helping our clients make informed decisions about their investments.
• Mortgages and Equity Release: We provide guidance on mortgages and equity release, helping our clients make informed decisions about their biggest financial assets.
• Protection: We offer protection services, such as life insurance and critical illness cover, to give our clients peace of mind.
• Estate Planning: We help our clients plan for the distribution of their estate, ensuring that their wishes are carried out.
• Probate: We provide guidance and support during the probate process, helping our clients navigate this complex and often emotional process.

Our Thoughts

At David Burnell Financial Services, we believe that financial planning is not just about money, but about people and their goals. We think that money is part of the equation, but it's only one part. We believe that financial planning should be a long-term process, taking into account individual circumstances, and that it should be based on trust, transparency, and open communication.

We have published a series of articles on our blog, sharing our expertise and insights on topics such as investment, retirement planning, and estate planning. We believe that education is key, and that our clients should be well-informed about their financial affairs.

Meet the Team

Our team is committed to providing the highest level of service to our clients. Meet our team, including David Hinch, Helen Burnell, and Rebecca Aspley.

Get in Touch

If you would like to learn more about how we can help you achieve your financial goals, please get in touch with us today. We would be delighted to discuss how we can support you.