Bourlet Consulting

Independent Financial Adviser Hartham Park, Corsham, Wiltshire, SN13 0RP

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

An in-depth discussion will identify your top goals. A proactive and informed approach will help you achieve them.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Meet our advisers

Roger Bourlet APFS CFP Chartered MSCI

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

CFP - Certified Financial Planner Licence (IFP)

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Accreditations

Robert Johnson Dip PFS

Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Ian Farrer

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations

Where to find us

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.

Compliance

Bourlet Consulting is a trading name of Bourlet Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£500,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Compliance

Bourlet Consulting is a trading name of Bourlet Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.

Contact options

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