Wealth Planning

Is your wealth protected?

Do you want to leave a lasting legacy for your family – not the taxman?

Do you want to invest your wealth and build a robust portfolio that will stand the test of time?

Then come and talk to Burgis & Bullock*. Tell us where you are now – and where you want to be in 5 or 10 years time. Talk to us about your goals, and what would give youlong term peace of mind.

You’ll get practical, sensible advice to help you understand the complexities of the financial marketplace and the best ways to maximise and protect your wealth. This includes:

  • Retirement planning
  • Succession planning
  • Estate planning and Inheritance tax
  • Lifetime cash flow and financial planning
  • Wealth protection and life insurance
  • Corporate pensions
  • Key man and shareholder protection

You’ll sleep easier at night!

Thanks to regular review meetings and long-term planning you’ll receive practical, effective advice that will give you peace of mind and help you sleep easier at night.

*Wealth planning is provided through our dedicated team and operates under the name Chapel Court Wealth Planning Ltd, part of the Burgis & Bullock Group.

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