An independent financial advisers based in Bury.

Financial advisers in Bury

Established in April 2009 under the guidance of Paul Brown, Bury Financial Advisers Ltd has grown from a modest team into a thriving enterprise, with 4 dedicated advisers and supported by 8 proficient staff members. We take immense pride in delivering exceptional service to our clients, offering a comprehensive spectrum of financial guidance that encompasses wealth management, pensions, protection, and more.

Our team is characterised by an abundance of experience, particularly in areas like occupational pensions, pensions pre-post retirement, pension & divorce proceedings, and tax-efficient investments and trust planning. We offer a tailored advice service establishing a plan to suit your financial requirements and aspirations.

Proactive techniques

Our hallmark is the proactive, responsive, and efficient services we provide to all our clients. We understand that your financial future carries profound significance, not only for you but also for your loved ones. This awareness fuels our commitment to delivering guidance and support that is not only valuable but also instrumental in shaping your financial well-being.

To discover how we can assist you in securing your financial future, please do not hesitate to reach out to us today at 0161 763 8711. Your financial aspirations are our top priority, and we look forward to the opportunity to work with you.

Financial advisers in Manchester

Bury Financial Advisers Ltd serve as a trusted partner in securing your financial well-being, helping you make sound decisions to achieve your financial dreams and ensure a prosperous future.

Rollover and choose any of the services below to read in more detail what Bury Financial Advisers can do to help grow your funds.

Managing your money

As financial advisers, we play a pivotal role in shaping a secure and prosperous financial future for you and your family. We will work closely with you to define clear financial goals, such as saving for retirement, investing for the future, or funding your child’s education. Based on your objectives, risk tolerance, and current financial situation, they create a tailored financial plan.

This plan encompasses strategies for investing, tax-efficient saving, all designed to optimise your wealth over time. Staying informed about market trends, economic developments, and financial regulations, advisers provide timely advice and adjust your portfolio as needed. Regular reviews ensure your financial plan remains aligned with your goals, allowing you to adapt to life changes, market fluctuations, and evolving financial priorities.

Client comments about the level of service

  • My retirement date is starting to appear on the horizon and I wanted to have a clearer understanding of where I stood financially. Brett has helped me get a clearer picture of what finances I will have available when I retire and how to make the most out of my investments.

    Name witheld for confidentiality reasons

  • Brett provided and explained a number of investments available and clearly explained the benefits and associates risks with each option which allowed me to make an informed decision. I had tried another financial advisor and found the service Brett provided far superior and considerably cheaper. He also looked at my pension options and and future cash flow which has allowed my to understand when I can retire and plan accordingly.

    Name witheld for confidentiality reasons

  • My pension plan needed review and ensuring it met our needs for the future, we learned that what we had previously wasn’t ideal for our situation. We were guided to another provider and received all the information to help us with our decision. Matthew is always available at the end of the phone, very personable and a pleasure to deal with.

    Name witheld for confidentiality reasons


Need some professional advice?

Do you have any issues that you are worried about? Contact our professional team for a free, no-obligation informal discussion, where we can discuss your particular requirements in greater detail.

Speak with us