Why Choose Us?

At Burns-Anderson we don’t do average, we want to be the best. To try and meet that objective, we only employ highly qualified individuals, with proven track records, and ensure that our whole team is entirely focused on your goals and objectives, and not selling you products. Our whole ethos is centered on the development of long term, mutually beneficial relationships, rather than making a quick profit. But the proof is in the pudding and so we asked some of our long standing customers what they thought about us, you will find this under our client testimonials section.

We also appreciate that you have a choice, so we will make sure that you are never inconvenienced. Unlike many IFA’s we won’t expect you to travel to our offices. We will come to you, if that is your preference, wherever and whenever that may be.

At every meeting we will make sure that we understand what you are trying to achieve, and then build a tailor made plan to help you realise your ambitions. We only use clear language because we know people won’t buy things that don’t understand, and we will give you as much time as you need to consider and digest the information you have been given.

After all we are dealing with your money, which is incredibly important to your future well-being and prosperity, and the last thing we want is to leave you confused and unsure, or worse still, pressurize you into a sale.

A Burns-Anderson adviser is all about taking a complex subject or situation, applying our knowledge and experience, and advising you clearly, reassuringly and honestly.

You can also be confident that you are being advised by people who really know what they are talking about.  Burns-Anderson was one of the first firms in the country to attain the status of Chartered Financial Planners in 2008.

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the CII – The Chartered Insurance Institute, which is the premier professional organization for those working in the Insurance and Financial Services industry.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at www.cii.co.uk within the section on Membership, as well as our own code of ethics within this site.

So when you use a Chartered firm you are dealing with seasoned professionals, who have attained the industry benchmark of professional excellence and integrity.

All of our advisers have achieved the status of Certified Financial Planner (CFPCM), which represents the highest professional certification globally, that can be awarded to a Financial Planner.

CFPCM professionals are rightly considered to be at the top of their profession – and in a position to offer a highly effective service to their clients. When dealing with a CFPCM professional, you can be sure you are dealing with a practitioner who is academically and practically qualified to provide a comprehensive Financial Planning service at the highest level.