Burton Financial Services
10th December 2018
We are a friendly firm of independent financial advisers who provide a personal service tailored to individual circumstances.
We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Financial planning
- Wealth management
-
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self build
- Self employed
-
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Paul Clappison DipPFS
Independent Financial Adviser
Qualifications & Accreditations
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.
Laura Wright
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.
Clare Redfern
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.
Mark Redfern
Director
Qualifications & Accreditations
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.
Carl Devereaux
Director
Qualifications & Accreditations
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.
D Allman
Jason Brockie DipFA
Independent Financial Adviser
What our clients say
One of my private pensions was due to expire so needed advice on savings shares and pension. Jason provided me with advice which was valued and excellent with a great understanding of my needs and circumstances. I couldn't fault him. He was brilliant and I would recommend him to anyone, which I've done already.
I have known Jason Brockie since he was a financial adviser for the Co-operative Bank. He would come to see me on a regular basis as part of my bank account package. I was told that he would 'look after me as well as he would look after a member of his own family' and this is how it has been ever since! I find him very considerate and easy to talk to and he has transformed my financial situation. I would recommend his support and advice to any of my family, friends or colleagues.
Jason has advised us for a number of years on a range of financial issues, especially relating to our Investment Portfolios. Jason has always been very courteous and professional and we consider him a friend as well as an adviser. Jason brings a wealth of knowledge with him and he is able to explain and simplify the various options available. As a result we feel clear about our choices and confident in our decisions. I can provide Jason with an outline of my financial plans, and he is able to explain the options available and to suggest how best these plans might be fulfilled. We are very happy to have our finances in his capable hands and look forward to our next meeting and financial review.
Jason was a very polite and knowledgeable person. His advice was understandable, coherent and tailored to my needs.
5 years Jason Brockie has advised my wife and I regarding starting up Stocks & Shares ISA investments with our savings and lump sums following retirement. He was very helpful in setting up the accounts and has followed this up with regular updates and reviews of our investments.
I've known Jason for a few years now and he is a friendly approachable chap with a wide range of knowledge relating to financial products. I would not have been able to get anywhere near the income I now receive without his help.
Quality, accurate and sound advice. Knows the industry well and was able to advise me on my investment and tax implications
Jason is very friendly and professional.
Jason is knowledgeable, approachable, clear on advice, will clarify options and follow through, kindly suggest improvements to the way I'm doing things, but also accept some of my own motives even where they might not be financially the most productive. I feel the actions taken from the financial decisions made through Jason's support are holding my wife and myself in a sound position. We are seeing some of the benefits resulting from the investments. Very courteous
Our last 2 mortgages have been arranged by Jason, great advice, great deals and excellent service! We will not use any other financial adviser.
Jason was recommended to me by other members of my family and he helped us navigate the complex options for transferring and consolidating our pension investments. We had a number of meetings with him, during which he explained everything very clearly and sought to understand our aims and appetite for risk. The transfer has now gone through successfully and I'm sure I'll be calling on Jason's services and advice again in the future.
Jason has provided me with financial advice for some ten years. These have been difficult years for a small investor, however Jason has always offered me sound advice, relative to my situation. He does not exert pressure but ensures that I have a clear grasp of all the alternatives. Jason has worked hard for me and I have no hesitation in recommending him as a sound financial adviser.
Jason has advised us over the past 5 years and was recommended by word of mouth which is usually the best way of finding good people. He is knowledgeable, will diligently do his homework to find information out for you if the situation requires and is extremely personable. He clearly enjoys what he does which in my experience means people are motivated to do their best for you. I genuinely wouldn't have any constructive criticism to offer Jason.
Buying our first house. Jason helped us with a mortgage through the help to buy scheme. We have bought and moved into our new home so we have had the exact outcome we wanted. I don't think he could have done anything better for us. He helped us understand the costs and helped us find a mortgage that was within our budget. Highly recommended!
To review my existing savings and investments. Jason has helped me to sort out my various savings and investments and consolidated them for ease of management both for me now and for my estate potentially later but in a tax efficient way. Everything is now consolidated and easier for me to manage. I now have 6 monthly reviews with Jason and I know I can call him anytime. I have seen considerable growth on my savings and investments over the time I have seen him and I have just recently de-risked my overall savings and investment portfolio.
General review of financial situation including current savings and investments. Jason revised my risk assessment and capacity for loss to something I felt more comfortable with. I have been pleased with the advice received and the outcomes have been favourable.
We wanted to purchase our first home. Jason found us a range of mortgages and advised us on which he thought was best mortgage for us. He was also able to acquire a better rate than going direct to the high street banks. We have since used Jason again when we moved homes.
I was unsure of the whole financial aspect of searching for mortgage and insurance deals, so thought I would seek the advice of a professional. Jason searched the whole of the market and found the best deal that tailored our needs. He explained in depth the level of cover we were being offered and checked that this was relevant to us. Yes, we are happy with the cover we received and are fully aware of what it covers. Jason delivered what we were after, he made it a pleasant experience, and everything ran smoothly which is what we were after more importantly.
The birth of our child made us think about getting life insurance. Jason talked us through all the different types of policy available and helped us to choose the most suitable product. He was professional and friendly and we would highly recommend him. We took the policy recommended by Jason and we were and still are happy with this policy. There is nothing that Jason could have done better.
I was unsure on which life insurance I required for Family Protection as I have two sons that I wanted to protect. Jason was able to advise me of all the options available to me and provide me with the appropriate cover that suited my budget.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
Where to find us
2 Church Terrace, Handforth, Cheshire, Wilmslow, SK9 3LW
Contact usAbout us
Burton Financial Services (BFS Handforth Ltd) Advisors have over 100 years of experience in financial services. We were founded to provide a professional, high quality and friendly service to clients seeking impartial and independent financial advice. We offer a tailor made service to our clients discussing our remuneration at our first appointment.
Our professional team never see you as a number. Our clients say we are approachable and we always aim to be jargon free in what is an increasingly complicated financial world.
We provide independent financial advice to individuals, trustees and business owners to help build, manage and protect their wealth.
We can help you with investments, inheritance tax planning, protection, retirement planning and mortgages on an individual or corporate basis as required.
Our services
We provide a friendly, fair, personal and tailored service to each individual's circumstances. Our professional team never see you as a number. Our clients say we are approachable and we always aim to be jargon free in what is an increasingly complicated financial world.
Burton Financial Services believe in building and maintaining long-term relationships with our clients so we promise to keep in touch on a regular basis to ensure you feel in control of your finances.
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