Partner Practice of St. James’s Place Wealth Management
We are a family run financial planning practice based in West Yorkshire, providing an holistic finan
We specialise in investments, protection, mortgages and pensions - offering tailored strategies. Burwood Financial Planning is a trading name of Octo Financial Planning Ltd which is an appointed representative of 2plan wealth management Ltd FCA no 972331
Wealth Managers and financial planners, helping people to achieve their goals both now and at retire
Chartered Financial Planner Providing Holistic Financial Planning Services The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.