Financial Planning

Financial planning for life

Bourlet Consulting will help shape your financial future so you can focus on living life to the full.

A beautifully-crafter glass bowl


Beautifully crafted financial planning when you need it most

Our team of expert Chartered Financial Planners remove complexity and cut the jargon to make financial planning understandable.

Proud to be Chartered…

Chartered financial planners and CISI logos

Find out more

When you might want to contact us?

Six reasons you need financial expertise

Life can be unpredictable. But at Bourlet Consulting, change is our normal. When that change happens, we’re on hand to help you make the right choices.

icon of a house

Property change

Whether you’re selling or buying there are lots of ways to make good use of your capital.

Property Change

Business change

When business is booming, we can help you capitalise on your success.

Business Change

Lifestyle change

Keep control of your finances to ensure you find new financial horizons.

Lifestyle change

Trustee guidance

Fulfil your obligations and keep your beneficiary’s best interests at heart.

Trustee guidance

Inheritance guidance

How best to use windfall or inheritance money to boost your financial position.

Inheritance guidance

Retirement guidance

Approach retirement in the best shape possible and be confident in your spending plans.

Retirement guidance

Creating what’s right for you

Shaping your financial journey

Before creating any personalised and bespoke financial plan, we help you consider the things that are most important to you.

Our mission is to give you all the tools you need to make informed financial decisions, so you can relax in the knowledge that what you’re doing is right for you.

Bourlet Consulting

Bringing perspective

Why choose Bourlet Consulting?

Making important financial decisions can be a
complicated business. Let us help you make sense of
it all.

The Big Questions

Working closely to understand the things that matter
most to you is our fundamental starting point.

What happens when you get in touch?

Together, we’ll deal with the immediate issues and
explore all your options so you can make informed

Next steps

Get in touch

If you want to know more about our plan and process, simply pick up the phone, get in touch and we would be happy to talk through financial options with you.