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OUR MISSION

“To be the recognised provider of choice for those seeking Comprehensive Financial Planning and specialist Pension, Investment and Inheritance Tax planning advice in Kent”

To help our Clients be financially well organised, to achieve and maintain financial independence and to minimise tax liabilities.

Our service aims to help you develop a comprehensive Integrated Wealth Management Plan which will assist you to achieve your objectives.  The ‘ownership’ of the Plan should be yours, i.e. it should not be regarded as a ‘report’ from Buryfield Grange Limited, but rather an organic strategy from which actions can flow.

We will help you to analyse your current situation, to define your objectives for the future and to develop and implement an action plan which will make the best use of available resources to achieve your objectives/goals.  If required we will also help you review your Plan from time to time and to update it to take account of changed circumstances.

One of the features of The Buryfield Grange Integrated Wealth Management System™ is the extent to which technology is used to store, analyse and work with your data.  The benefit to you is that ‘what if’ exercises can be carried out relatively quickly and changes made to your Plan in line with your wishes.

In addition to technology we use a number of unique systems and procedures developed by ourselves over a number of years e.g. Pension Checker System™ and Integrated Investment Philosophy™ which mean that you can be confident in our ability to look after your overall financial well being over the long term.

If you would like to talk to us about becoming a Client, and finding out about the difference True Comprehensive Financial Planning can make, please do get in touch.

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