Getting expert independent advice

Financial planning is about balancing the needs of today with the needs of tomorrow. Your financial adviser will help you determine the best pension option and calculate the optimum contributions you can make. Likewise, the best form of pension in retirement will depend on the level of investment and your income needs. By having access to the whole of the market place for pension investments and annuities, your financial adviser is there to help you get the most from the time of your life when you should be able to relax and enjoy yourself.

• Savings & Investments
• Retirement Planning
• Inheritance Tax & Estate Planning
• Mortgages
• Life Insurance
• General Insurance

• Financial Planning
• Private clients
  • Savings & Investments
  • Retirement Planning
    • - Introduction
    • - Why have a pension?
    • - Pensions simplification
    • - Company schemes
    • - Personal pension plans
    • - Stakeholder pensions
    • - At retirement
    • - Drawing your pension
    • - Annuities
    • - Getting expert independent advice
  • Inheritance Tax
    & Estate Planning
  • Mortgages
  • Life Insurance
  • General Insurance
• Corporate Clients
• Professional Partnerships

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.