We are alternative Financial Planners based locally. We are not your traditional financial advisers, as we concentrate on building future financial plans for business owners and private clients. Clients that are looking to map out their futures whether that's creating a retirement strategy or passing on wealth to others. We use market leading cashflow modelling tools to help realise these aspirations. The plans provide our clients with confidence they are on the right track now and in the future. With over 40 years experience in the team we have seen many different client scenarios and offer full holistic financial advice. Our business is based on long standing relationships built on trust.
Shand & Burns Financial Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website https://www.sjp.co.uk/products-and-services/products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved: 12/05/2023