History shows us that leaving your cash in the bank or building society, will end up with that money being worth less over time.
A mortgage is probably your biggest financial cost. Getting a great mortgage deal can save you literally thousands of pounds every year.
How do your loved ones pay the bills if you die? How does your business survive if one of the key individuals suddenly passes away?
Billions of pounds a year are paid in Inheritance tax. A tax that many argue is voluntary, because through proper planning, an estate may have to pay no tax at all.
You can never start planning for retirement too early. Even starting just a few years earlier can make a big improvement on your retirement pot.
I just wanted to take a minute to say thank you for all of your hard work and support in finding me the right mortgage. I wasn't sure I would even be able to get a mortgage due to my age (48 years), however you immediately put me at ease on our first meeting and reassured me that you would get the right one for me. You really did come through!!
You truely are an expert in your field and I appreciate how you have consistently 'kept me in the loop' throughout this whole process. I can honestly say that I have felt supported from start to finish and have recommended you to all my family and friends. You care...and it shows!
After the death of my husband, I had no idea what I was supposed to do with our investments as he had looked after everything. He had been with David Burnell for over 15 years. They explained everything really clearly and I actually understood it all. Helen was so helpful, making sure I knew what all the forms were and how the transfers were getting on.
My Limited Company needed to invest some money, because the bank were paying no interest on the current account and we needed to get the money working harder. I’d discussed the possibilities with the accountant and Burnell’s got it organised for us. Highly recommended.
We were really struggling to find a new mortgage deal when the mortgage market was crazy. Natalie was amazing and sorted it all out for us.
I’d been putting off getting financial advice for years but I was approaching retirement and really needed help. A friend had recommended David Burnell’s, so I went to see them. I wish I’d done it years ago.
