Burton and Fisher Financial Services was established with three very important core principles in mind. Our aim is to ensure that these core principles and values flow throughout our entire advice process. Ensuring that all our clients can receive the very best independent financial planning and investment advice.
Clients and businesses decide to work with Burton and Fisher Financial Services for a variety of different reasons. It maybe they are tired of the impersonal nature of much of the mass market advice that is available, or that they are not able to access financial advice through traditional channels such as the high street banks.
Clients and businesses decide to work with Burton and Fisher Financial Services for a variety of different reasons. It maybe they are tired of the impersonal nature of much of the mass market advice that is available, or that they are not able to access financial advice through traditional channels such as the high street banks.
Services
Our highly qualified and professional team are each responsible for specific areas of financial planning. Whether you require expert trust and estate planning advice or insurance for your home, a member of our team will be available to discuss your needs. This means that you can be confident that you are always dealing with the most appropriately qualified person to deal with your enquiry.
Lee is a co-founder of the firm and a controlling Director. Lee is a Chartered Financial Planner and has been advising clients for over twenty years. Lee holds an Honors degree in Law from Manchester University Law School. Lee also holds advanced financial planning qualifications in management, trust and pension planning and is a member of the Personal Finance society and the Chartered Insurance Institute.
If after the initial discussion you are happy to proceed we shall discuss our client service proposition with you and discuss the charges that you may have to pay for the advice. At this point you may choose to move immediately to the next stage or agree to meet again.
We shall complete a full financial fact-find where we shall discuss your current circumstances and record this so that we can ensure that the advice we give you is tailored to your needs.This is of course an ongoing process and shall need to be updated regularly.
We shall complete a full financial fact-find where we shall discuss your current circumstances and record this so that we can ensure that the advice we give you is tailored to your needs.This is of course an ongoing process and shall need to be updated regularly.
Reviews (8)
Adelan Adex
Sep 01, 2021
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Invest with a well known company where you will have access to create and fund your account yourself, have full access to be monitoring your trading, how your profit goes ,and at the end of every successful trading, you can place your withdrawal requests to your bank account or bitcoin wallet with no stress. I am a living witness. With Mrs Brenda William, trading is made easy. Here are possible link to contact her brendawilliam784@gmail.com WhatsApp :+1 (805) 491-5639
Joe Rowlands
Aug 29, 2020
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Howard Jones
Nov 24, 2019
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Darren Hunt
Nov 15, 2018
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Scott Walker
Dec 03, 2017
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Hannah Louise Horner
Jan 25, 2017
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Richard Cusimano
Jan 24, 2017
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Elaine Finne
Aug 13, 2016
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Michael Burton provided a very professional service. He responded very promptly to any questions that we had and always kept us informed of the progress being made towards what proved to be a very successful outcome for us.
The office staff at Burton Fisher were always very respectful and professional and also very reassuring.
A big thank you to you to you all!
Harald and Elaine Finne
The office staff at Burton Fisher were always very respectful and professional and also very reassuring.
A big thank you to you to you all!
Harald and Elaine Finne
