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Advice from an expert team of financial planners specialising in three main areas:
For families wanting to secure their own financial future and to ensure smooth succession
For business owners translating their working success to financial independence
For Trustees and those legally appointed to make important financial decisions on behalf of others
The simplification of a complex position has been a particular comfort to us together with the detailed analysis of our overall financial position. Our assets have grown substantially over time and our circumstances have changed over the years with my career developing and the two girls having moved away. Over time our plans have been shaped to suit and successfully calibrated to reflect our current thinking.
Alistair Forbes, CEO
Bourlet Consulting provides a friendly and personal, yet completely professional service. In the course of my work I met many financial advisers but I have no hesitation in recommending Bourlet Consulting to clients and friends. The fact that I rely on their advice myself perhaps speaks for itself.
Adrian Moore, Retired Partner
Withy King Solicitors
The person to person approach I enjoy is the key reason I chose to work with Bourlet Consulting. I feel that decision has been vindicated by the way things have continued. Those basic business principles that Roger discussed with me in the early days are actually practiced. Talking the talk and walking the walk…the feeling of reassurance and that my view does matter is something I value in my dealings with the firm.
Chris Kane, Director
Withy King Solicitors
Bourlet Consulting has provided a clear strategy for our personal finances: identifying the resources that my wife and I need to allocate to achieve our goals, setting up a sound series of investments and then carefully monitoring progress. As a lawyer, I appreciate the objectivity that working on a fee basis promotes - we are confident that they put our interests first. Roger Bourlet consistently demonstrates high level skills of client care.
John Bartholomew, Partner
Sewell Mullings Logie
We feel we’re listened to, sensibly challenged and we are working to a plan. Having a cash flow to work to is great and it helps us feel we are on the right track to making sure we have a comfortable lifestyle and our investments will last our lifetime. This gives a feeling of comfort you can’t really quantify and knowing that if anything happens, we have everything covered.
We have been particularly impressed with the financial model which he [Ian Farrer] has built for us to demonstrate what pension income we may expect in retirement. It is particularly reassuring to know that Ian has the very highest qualifications as an IFA, and he explains financial products and the solutions he is proposing in a very understandable and logical manner.
Retired Director of In Touch With Health
Roger explains everything so clearly, making it all sound very easy. I appreciate all the hard work that goes in to the investment management, which shows such good results, even in more difficult times.
Working with Rob has given me a clearer insight into my business and personal financial circumstances. This has enabled me to make more informed decisions about the steps I might want to take. It is reassuring that I have someone I can trust to talk to about important financial matters.