Bourlet Consulting

Independent Financial Adviser  Hartham Park, Corsham, Wiltshire, SN13 0RP
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FCA authorised
Last authorised 21st September 2020
An in-depth discussion will identify your top goals. A proactive and informed approach will help you achieve them.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Roger Bourlet APFS CFP Chartered MSCI
Chartered Financial Planner
Ian Farrer
Chartered Financial Planner
Robert Johnson Dip PFS
Financial Planner
About us

We want our clients to feel understood, valued and confident that they are in excellent hands.

In a world of big institutions that have lost transparency and intimacy, we believe that trust and respect are at the heart of a successful advisory relationship. We deal with what is important to you – not what is important to shareholders.

Personal service, accurate technical expertise and clarity of advice are some of the things our clients value most in what we do.

Our services

You will have a clear understanding of your financial goals, an assessment of where you are on your path to achieving them and a plan to get you there. We take care of implementing the plan for you, whilst regular progress meetings will give you the best possible chance of achieving all that is important to you.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Hartham Park, Corsham, Wiltshire, SN13 0RP

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