Financial planning tailored for you

Advice from a highly qualified team of financial planners with three main areas of expertise:

 

Family

For the family who want to secure their financial future and ensure smooth succession

Family

Business

For the business owner translating business succes to financial independence

Business

Trustee 

For Trustees and those legally appointed to make important financial decisions on behalf of others

Trustee

 

Family Service

Family 

Who is the service for?

Financial Planning for Families is for people who have accumulated wealth throughout their working lifetime who want to set a future investment strategy.

What does it do?

By asking some in depth questions we identify future financial goals that are important to you.  From this starting point we use leading edge technology and a managed approach to achieve your aims.

It provides peace of mind that you are on the right track and enabled to make well informed financial decisions.

How does it work?

Over years of experience advising wealthy people with a range of complex financial circumstances, we have developed a consultation process that gives maximum impact with the minimum of time and effort on your part.

What’s the result?

You will have a clear understanding of your financial goals, an assessment of where you are on your path to achieving them and a plan to get you there.  We take care of implementing the plan for you, whilst regular progress meetings will give you the best possible chance of achieving all that is important to you.

What does it cost?

Our fees are straightforward, transparent and competitive.  The initial meeting where we get to know each other will be at our expense. Thereafter, usually at a second meeting, our reporting process will identify potential enhancements to your financial position. Only at this point and when you are satisfied that we can help, do we agree our fee and review structure.  Any next steps will be fully explained before any chargeable work is carried out.

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Business Service

Business 

Who is the service for?

Business owners with an eye on retirement who don’t have the time or expertise to sort out their personal finances and who understand that:

  • A detailed strategy must underpin the adage ‘My business is my pension’
  • A structured process to translate business success into independent wealth

What does it do?

It helps you understand how your business and future exit fits into your personal long-term financial goals, responsibilities and lifestyle aspirations. This gives you the time to step back and plan for all eventualities.

How does it work?

Bourlet Consulting have been advising business owners for many years and has developed a consultation process that takes these key variables into account:

  • Your personal situation
  • Your exit strategy
  • Your aspirations

What is the result?

  • Reassurance: our forecasting tool allows you to test different scenarios
  • A personal framework: an action plan based on your circumstances
  • Convenience: we implement the plan for you
  • Peace of mind: regular review meetings enable us to make the adjustments necessary to help keep you on track

What does it cost?

Our fees are straightforward, transparent and competitive. The first meeting is free and without obligation. We then put together a proposal so you can see where we add value, and agree a fee and review structure.

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Custodian service

Trustee

Who is the service for?

Trustees, Attorneys and court appointed Deputys responsible for others financial needs who want to work closely with an adviser. 

What does it do?

It gives the appointed person a structured basis to managing finances. It also identifies and mitigates potential risks that could derail a successful outcome.

How does it work?

Through many years of experience advising third parties involved in running funds, we have developed a consultation process that combines common sense with the essential technicalities that need to be considered.

What’s the result?

All parties will have a sound understanding to work from and a clear statement of investment objectives to work towards. Whatever the agreed approach, there will be an assessment of where you are on the path to performing your legal duties and a clear audit trail of the decisions made.  We take care of implementing the plan and assist you with the paperwork, whilst our regular review meetings will give you the best possible chance of achieving a good result for all parties. 

What does it cost?

Our fees are straightforward, transparent and competitive.  Our first meeting together will be without obligation or expense so that we can get to know each other. From this meeting we can jointly establish what value we can add to working with you. Only following this meeting and an initial assessment do we formalise our fee and review structure.  Any next steps will be fully explained before any chargeable work is carried out.

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