Burley Fox is an independent Chartered Financial Planner firm. This means we have attained a status of the ultimate symbol of professionalism awarded by the Chartered Insurance Institute (CII).
The industry’s gold standard awarded to firms of financial planners confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII.
At the heart of the CII charter is a code of conduct that places the client’s interests first. Chartered Financial Planners sign up to an ethical code and commit to continuous professional development to keep their knowledge of the ever-changing financial planning industry current.
The CII charter also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
When you use a Chartered firm, you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
As Chartered Financial Planners, we understand and analyse your financial position prior to recommending a researched and relevant solution for you to consider. All advice is confirmed through suitability of advice reports, which help you make better informed financial decisions. To find out more, please contact Burley Fox on 029 2167 9770 or email info@burleyfox.com to discuss your requirements.
Planning for your retirement and later life is much more than pensions.
Successful wealth generation is relatively simple, but requires patience.
Everything needed to attract, reward, motivate, retain and engage with your staff.
The experienced team at Burley Fox will help you, your family and business with expert independent financial planning and wealth management advice. Building your wealth, protecting you and your loved ones and your business, and planning for the future is what we do. To talk to us about your requirements, please contact us today.
Burley Fox Limited, 20 Cathedral Road
Cardiff CF11 9LJ
Tel: 029 2167 9770 | Email: info@burleyfox.com
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Burley Fox is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk under reference 610482
The Financial Conduct Authority does not regulate will writing and taxation and trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
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