Financial Advisors

David Burnell Financial Services Limited

David Burnell Financial Services Limited is a financial services company based in Nottingham, England. They specialize in providing expert financial advice and services to their clients as financial advisors.

Introduction to David Burnell Financial Services Limited

David Burnell Financial Services Limited is a trusted financial advisory firm that has been in business for over a decade. The company was founded with the purpose of providing clients with personalized financial advice and planning to help them achieve their financial goals. What sets this company apart is their commitment to understanding each client's unique situation and tailoring their services to meet individual needs.

Services & products

David Burnell Financial Services Limited offers a range of services to help clients manage their finances. They offer financial planning, investment advice, retirement planning, and tax planning services. In addition, they offer insurance services such as life insurance, disability insurance, and long-term care insurance. Clients can trust David Burnell Financial Services Limited to provide expert advice and guidance to help them make informed financial decisions.

Location

David Burnell Financial Services Limited is located in the vibrant city of Nottingham. The area is known for its thriving business community, with a mix of small businesses and large corporations. Clients can expect to find a variety of restaurants, cafes, and shops in the area. There are also several public transportation options nearby, including the Nottingham train station, which is only 1.5 miles away. Other nearby options include the Nottingham tram stop and several bus stops within walking distance.

Benefits

Clients should choose David Burnell Financial Services Limited because of their commitment to providing personalized and expert financial advice. The company's team of financial advisors has extensive experience in the industry and can guide clients through complex financial decisions. Additionally, the company is dedicated to building long-term relationships with clients and providing ongoing support to help clients achieve their financial goals.

Good to know

Clients should be aware that David Burnell Financial Services Limited is a fee-based financial advisory firm. This means that they charge a fee for their services rather than earning commissions on products they sell. Clients can trust that the company's advice is unbiased and in their best interest.

Reviews

Clients have consistently praised David Burnell Financial Services Limited for their personalized and expert financial advice. Many clients have noted that the company's advisors take the time to understand their unique situation and provide tailored advice to meet their needs. Clients have also appreciated the company's ongoing support and dedication to building long-term relationships.

Amenities

online services
retirement planning
investment advice
tax planning
insurance services
financial planning
wealth management
estate planning
debt management

FAQ

What experience does your company have in providing financial advice?

At David Burnell Financial Services Limited, we have several years of experience in providing financial advice to our clients. Our team of financial advisors has extensive knowledge and expertise in the field of financial services, and we are committed to helping our clients achieve their financial goals.

What are the fees for your financial advisory services?

The fees for our financial advisory services vary depending on the type of service you require. We offer a range of services, including investment planning, retirement planning, and tax planning, among others. Our fees are transparent, and we will always provide you with a clear and concise breakdown of our charges before you agree to any service.

What types of financial products do you offer?

We offer a wide range of financial products, including investment portfolios, pensions, ISAs, and life insurance, among others. We work with a range of financial providers to ensure that we offer our clients the best products and services available.

How do you determine the best financial strategy for your clients?

At David Burnell Financial Services Limited, we take a holistic approach to financial planning. We will work with you to understand your current financial situation, your short and long-term goals, and your risk appetite. Based on this information, we will create a bespoke financial plan that is tailored to your specific needs and circumstances.

Can you provide references from satisfied clients?

We have many satisfied clients who have benefitted from our financial advice and services. We are happy to provide references upon request, and we encourage potential clients to read our reviews and testimonials on our website and social media channels.