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Bullet point icon Personal & Financial > Financial Planning

Burn & Company Financial Planning Limited

Making financial decisions, in an increasingly complex world, is never straightforward and we have therefore formed a separate company, using the resources from one of a panel of recommended independent financial planning specialists, authorised and regulated by the Financial Services Authority, to assist private clients with their future financial planning needs.

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- Making a Will
- Advance Directive / Living will
- Estate Tax Planning
- Deeds of Gift
- Powers of Attorney
- Planning Ahead
- Administration of Estates
- Trusts
- Financial Planning
- Personal & Financial Bulletins
 

We place great emphasis on understanding clients’ individual circumstances and seek to develop a long term, personal relationship, which we believe will be of genuine value to our clients over the long term.

Services we can provide

The following is a brief summary of some of the areas of assistance we are able to offer:

  • Capital Investment
  • Pension Planning
  • School Fees Planning
  • Inheritance Tax Planning
  • Life Assurance and Income Protection
  • Long Term Care Planning

If you would like further information on the comprehensive range of topics we are able to discuss, or if you would like to arrange a meeting then please contact Mark Burn.

 
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 Burn & Company Solicitors, Lendal House, 11 Lendal, York. YO1 8AQ.    © Copyright 2005. Burn & Company Solicitors. All rights reserved.            Site by Triangle