Burley Fox Limited

www.burleyfox.com

Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited. We are a highly experienced team with many years of combined financial service experience. We are independent financial advisers and are therefore able to research the whole of the market. We are not just tied to one provider. We have offices in the centre of Cardiff. We offer a wide range of financial advisory and investment services and are experts in the fields of investment management, personal financial planning and employee benefits. The Advisory Portfolio Service (APS) aims to provide long-term wealth management for clients. The service is available to individuals, private trusts, charitable trusts and member trustees of Self Administered Pension Schemes (SSAS’s) and Self Invested Personal Pension Schemes (SIPP’s).

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Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited. We are a highly experienced team with many years of combined financial service experience. We are independent financial advisers and are therefore able to research the whole of the market. We are not just tied to one provider. We have offices in the centre of Cardiff. We offer a wide range of financial advisory and investment services and are experts in the fields of investment management, personal financial planning and employee benefits. The Advisory Portfolio Service (APS) aims to provide long-term wealth management for clients. The service is available to individuals, private trusts, charitable trusts and member trustees of Self Administered Pension Schemes (SSAS’s) and Self Invested Personal Pension Schemes (SIPP’s).

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City (Headquarters)

Cardiff

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Employees

1-10

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Founded

2013

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Potential Decision Makers

  • Director | Chartered Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Chartered Financial Planner and Director

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanner

    Email ****** @****.com
    Phone (***) ****-****

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