Burns-Anderson IFA

Burns-Anderson has set up its IFA with members at the forefront of our service. It provides a straightforward solution to member firms that do not have the expertise to deal with specialist areas, but who wish to retain their clients and generate valuable additional income.

Members may refer clients for a full advice and recommendation service on any of the following:

• Investments and Savings - Including with-profit contract reviews
• IHT planning
• Retirement Planning - Including occupational pension transfers
• Mortgages - Including Lifetime Mortgages and Home Reversion Plans

We also offer a sign-off service for non-accredited advisers submitting proposed occupational pension transfers.

There is a no cross selling guarantee.

If you wish to discuss any aspect of the IFA service please call Nick Scarrett on 0117 9302390, or send him an e-mail at nick.scarrett@burns-anderson.co.uk.