A singular focus

The Bourlet Way

Having the focused time to sit and talk with someone with vast financial experience is invaluable. Listening, advising and guiding you with relevant experience and technical knowhow is what we do.

A company with strong foundations

Built on a foundation of transparency

Founded in 2003, in a world of commissions and opaque dealing, we set our founding principle: To provide our clients with outstanding value and unmatched personal service at a cost they can easily see.

A Company with a singular purpose

A purposeful approach

We believe that trust and respect are at the heart of a successful advisory relationship. We deal with what is important to you – not what is important to shareholders. We are a values-led company, focused on helping you make the most of your life while giving you financial peace of mind. We give advice that is proactive, clear and engaging and the clients who work with us feel confident about their financial future. We think independently and give our honest views.

Distinctly different

Our accreditations

Chartered status is the ‘gold standard’ of financial planning practices. As unrestricted advisers, Bourlet Consulting is an independent firm holding the titles of:

Chartered Financial Planning firm
as recognised by the Chartered Insurance Institute

Accredited Financial Planners
as recognised by the Chartered Institute for Securities and Investments

We do the right thinG

What our clients value

Picking up the phone

The phone will be answered by a member of the team. And, most likely, they will know who you are. You will be able to speak to your adviser at a time convenient to you.

Knowing where they stand

A trusted relationship is built over time. Positive engagement is vital and all parties maintain openness and honesty in their dealings.

Where to invest

Understanding what investment risk means to our clients in the context of their personal circumstances is our duty of care. How they feel, whether there is a need to take any risk and their capacity to make a long term investment commitment.

Big aspirations, small team

Bourlet Team

We are a dedicated firm of Chartered and Accredited Financial Planners with an expert technical team. We recruit and retain the best talent in our field. We grow by personal referral and reputation by providing an outstanding service to our loyal clients.

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.