A singular focus
The Bourlet Way
Having the focused time to sit and talk with someone with vast financial experience is invaluable. Listening, advising and guiding you with relevant experience and technical knowhow is what we do.
A Company with a singular purpose
A purposeful approach
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. We are a values-led company, focused on helping you make the most of your life while giving you financial peace of mind. We give advice that is proactive, clear and engaging and the clients who work with us feel confident about their financial future. We think independently and give our honest views.
Distinctly different
Our accreditations
Chartered status is the ‘gold standard’ of financial planning practices. As unrestricted advisers, Bourlet Consulting is an independent firm holding the titles of:
Chartered Financial Planning firm
as recognised by the Chartered Insurance Institute
Accredited Financial Planners
as recognised by the Chartered Institute for Securities and Investments
We do the right thinG
What our clients value
Picking up the phone
The phone will be answered by a member of the team. And, most likely, they will know who you are. You will be able to speak to your adviser at a time convenient to you.
Knowing where they stand
A trusted relationship is built over time. Positive engagement is vital and all parties maintain openness and honesty in their dealings.
Where to invest
Understanding what investment risk means to our clients in the context of their personal circumstances is our duty of care. How they feel, whether there is a need to take any risk and their capacity to make a long term investment commitment.
Next steps
Get in touch
If you want to know more about our plan and process, simply pick up the phone, get in touch and we would be happy to talk through financial options with you.