IFA Bristol ~ Financial Adviser Bristol ~ Financial Planning Bristol ~ Financial Advice Bristol ~ Pensions Advice Bristol ~ mortgage advisers Bristol

left webpage shadowright webpage shadow
Company logo
comment on image 1 comment on image 2

Testimonials

David and Sheila Churton

Despite the turbulent times we have been impressed with the timely and attentive service we have received.

Colin has always been readily available to provide informed advice in a very changeable market and present reactive solutions to the challenges that the market has presented.

He has always been at pains to present honestly the pros and cons of the advice he is offering and to suggest an appropriate portfolio to match our needs and risk profiles.

Ray & Jane Smith

Colin Sutton has been looking after our family’s investments for the last 10 years. Over such a long period there have of course been many up’s and downs in the markets. However, whether our portfolio was rising or falling, we have always been confident in Colin’s advice.

Colin is very knowledgeable about the Financial Services industry, He keeps up to date, with what funds are doing and how they are being run.

Colin took time to get to know us and the requirements we have from our investments. He has always been willing to listen and to adapt our portfolio to our developing needs as a family.

His unfailing courtesy and good humour have made our meetings pleasant experiences, whether our investments were rising or falling.

Gerry and Gill Moutrey

Colin Sutton has provided us with sound financial advice, through good times and bad, over the last 12 years. As the MD of Burns Anderson, the service is efficient and friendly. We always feel he has our best interests at heart.

Gill Mackenzie

I would have no hesitation in recommending Colin Sutton of Burns Anderson to you. He has provided me and members of my family with honest, trustworthy and sensible advice over a number of years and he is completely professional when dealing with his clients.

Ian Benfield

..we have received sound and constructive advice over many years concerning our precious investment portfolio. Our consultant (Colin Sutton) has always been careful and attentive and listened to and helped with our financial needs and especially now we are retired. We look forward to a long and continuing relationship with Burns-Anderson.
 
I look forward to reading the new BA website

Edith and Brian Butler

Colin Sutton has been our financial advisor since 2004 when he was recommended to us by a previous advisor, who was no longer licensed to provide advice.  When Colin moved to Burns Anderson we had no hesitation in continuing to receive his advice.  He visits twice a year for face to face meetings and provides advice by telephone, email and letters in between these visits when necessary or required.  Colin’s recommendations always appear to be based on an understanding of our circumstances and the risks we are prepared to take.  From the foregoing you will see we have a trusting and lasting relationship with Colin.

Sir Christopher Hogg (ex-chairman of Reuters Holdings PLC & Glaxo SmithKline PLC and previously director Bank of England)

David Coates of Burns-Anderson has been my independent financial adviser (IFA) since 1995. In that year he wrote to me out of  the  blue asking if he could come and see me because he thought his expertise could be of use.  I liked his pitch and he has been my IFA ever since, to the great benefit of me and my family.

It is easy to underrate the value of a good and experienced IFA, especially for those who are steeped in the running of companies (as I was) and who fail to give the necessary attention to managing their  own financial affairs which too often take second place to work priorities. From the start David demonstrated good sense, integrity and perspective and got a grip on my savings, my use of  insurance, the management of my investments, and actions to minimise inheritance tax sensibly and straightforwardly.

The results over the years since have been outstanding in bringing peace of mind and benefits to my whole family.  I have no hesitations in giving this reference for David as an IFA. It is voluntary and arises simply because I believe in acknowledging success and particularly that which has served me as well as David's has.  He has earned my gratitude for what he has achieved for me and my family and my respect for his skills, experience and hard work, I thoroughly enjoy working with him and hope the relationship will continue for many years yet.

I would be glad to comment in good faith and general terms to anyone wanting further information.

James Shrager - Trustee, Director and Ex. PWC Chartered Accountant

I would like to say that I have been extremely happy with how my/our investments have performed and I would definitely recommend you (David Coates) to people who ask me for a good financial advisor!

Ken Chick

Martin, I am writing to register my grateful thanks to you for your financial advice over the last 15 years. This allowed me to retire at 60 and embark on a fortnight in North America amongst my travels.

Not only were some investments extremely profitable, but you were also able to advise me when to sell in order to maximise the profit.

Many thanks for all your help.

Miss J A E Hudson

I am writing to say how pleased I am with the impeccable financial service which is provided to me from Burns Anderson and in particular from Martin King.  Mr King has not been only my financial adviser, but my late mother’s and my friends’ too for many years.  The service I have received has always been very professional, non-pressurising and suitable for my needs and requirements. Mr King is highly-knowledgeable in his field and this is portrayed during our meetings, offering ‘easy to understand’ information, in laymen terms, this I thank him for.  I would recommend highly Mr Martin King as a financial adviser.

Hugh & Susan Pearson

As a family, we have known Martin King since 2004, when he undertook a major reappraisal of the financial affairs of my wife and myself and, independently, those of our son and daughter.

Since then, Martin, with the most able assistance of Marina Burridge, a Burns-Anderson Sale Support Executive has demonstrated considerable commitment and much success in managing our various and variable financial needs in the years of boom and bust that have followed his appointment as our IFA.

So, to anyone seeking an efficient source of sound advice and carefully considered financial planning, coupled with a totally appropriate level of professional friendship, we can say, with all honesty, that this particular “team” is to be highly recommended.

Patrick Lee

I’ve never had an independent financial adviser before, but I would have no hesitation in recommending Burns Anderson to friends and colleagues. I was given excellent advice regarding my pension, and it was presented to me very clearly and jargon-free so I was able to understand what steps I needed to take to ensure I could retire comfortably.

Anonymous

I have been impressed with how Burns-Anderson have dealt with my queries – they have always been polite and courteous. I have been a client for a number of years, and despite the ups and downs in the markets over recent times, I know that the advice I get is honest and in my best interests.

Anonymous

I will be the first to admit that I can be ‘demanding’ in my expectations, but I need not have worried as I found that all my questions were answered in a professional manner.

Chartered Financial Planner video
In the news
investment TV button link
product research button link
Burns-Anderson Twitter feed

Company address:
Burns-Anderson, 27 Great George Street, Bristol, BS1 5QT
T: 0117 930 2393
F: 0117 927 6815

Email: info@burns-anderson.co.uk

Registration address:
1 Nicholas Road, London W11 4AN
Registration number: 5450540
Registered in: England & Wales

Burns-Anderson is a trading name of B-A Financial Ltd, an appointed representative of Burns-Anderson Ltd, which is authorised and regulated by the Financial Services Authority.

Burns-Anderson Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191.

The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FSA do not regulate some forms of mortgages and tax planning advice.

Telephone: 0117 930 2393 | info@burns-anderson.co.uk

Designed & developed by Web Pro IT © 2009

Life insurance quotes Bristol ~ best mortgage rates Bristol ~ Financial Advice Bristol
pensions advice Bristol ~ retirement planning Bristol ~ tax saving advice Bristol ~ investment advisers Bristol