Bourlet Consulting

Independent Financial Adviser Hartham Park, Corsham, Wiltshire, SN13 0RP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
8th October 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
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Roger Bourlet APFS CFP Chartered MSCI
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Robert Johnson Dip PFS
Financial Planner
Ian Farrer
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Hartham Park, Corsham, Wiltshire, SN13 0RP

Contact 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    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.

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