Carl Devereaux (left) and Mark Redfern, Directors and founders.
Carl and Mark first met in 1986 when working at the “Pru”
and established Burton Financial Services in 2001. Since then, the
business has steadily grown and now consists of 11 financial advisers
and associated support staff providing both corporate and personal
independent financial advice.
Mark says, “We pride ourselves on providing a friendly, confidential,
truly independent service which is tailored to each individual’s
personal requirements.”
Any initial consultation will be at our cost, with no obligation
for you to take our advice or proceed to the next stage. Assuming
you wish to take our initial discussions further, our renumeration is
then set out and agreed at the beginning of the contract so nothing
is hidden and there are no surprises.
“Back in 2001,” Carl adds, “we started the company
with an established client base, customers we had been dealing with
over the previous 20 years. We are pleased to say that the vast
majority of these customers are still with us today, happily recommending
us to their friends and family.”
Our client classification groups are:
Personal Wealth Management
Providing financial consultancy for private and business
clients with complex affairs, we will work with other professionals
to create and manage a comprehensive and evolving strategy on a
bespoke basis.
Financial Advice
We provide straightforward financial advice to make sure
you have the right advice and product solutions for your immediate
and future needs.
Financial Transaction Service
We will arrange to transact particular financial products at your
request.
Want to know more?
If you are looking for sound, trustworthy and informed financial
advice, we invite you to contact us for an initial no obligation
one-to-one consultation where we can identify your requirements
and make informed recommendations.
Our contact details can be found top right of this page.
