Burley Fox is a boutique financial services firm. We offer highly personalised services to a select group of both individual private clients, private corporate and public companies and trusts.
We do not offer a generic, mass market service; we specialise in looking after clients with investable assets in excess of £250k upwards.
Our aim is to deliver excellence to all our clients, built on a quality relationship and supported by, consistently delivering on the mutually agreed investment mandate.
Established in 2013, Burley Fox seek to marry together the trust, experience and track record associated with an established firm, with the innovation and adaptability of a boutique.
The two founders Paul Burley and Paul Fox collectively have over 50 years’ experience in the financial services industry.
Central to our culture is the principle of independent financial advice. We seek to be operationally agile, taking advantage of the latest technology and fostering a proactive and timely approach to investment management for our clients’ financial benefit.
With a reputation for managing the financial needs of our clients, our unique approach centres on objective and pertinent independent advice, driven by intelligent and trusted relationships. To find out more, please contact Burley Fox on 029 2167 9770 or email info@burleyfox.com to discuss your requirements.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
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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