Burton and Fisher Financial Services

Independent Financial Adviser  Burton & Fisher Financial Services, Kendal, Cumbria, LA1 1ET
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FCA authorised
Last authorised 19th October 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Russell Partington DipFA
IFA
Michael Burton
Director
Lee Fisher LLB (Hons), Dip PFS
Managing Director
About us

As a Burton and Fisher client you will see a dedicated personal adviser supported by a fully qualified back office team. You can be assured that you won't be dealing with a large “call centre” or a junior phone operator. Our clients can speak to the people they need to quickly and easily and can be confident that the advice they receive is always confidential, current and meets their requirements.

Our services

Burton and Fisher are a firm of independent financial advisers who specialise in advising clients at or near to retirement. The firm can also advise on care home fees planning, equity release plans(both home reversion schemes and lifetime mortgages)and Lee Fisher at the firm is s fully accredited member of SOLLA (Society of Later Life Advisers).

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Burton & Fisher Financial Services, 76 Church Street, Lancashire, Lancaster, LA1 1ET

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