Burfields House Wealth Management Ltd

Burfields House Wealth Management Ltd We offer high quality, bespoke wealth management advice to individuals, families, trustees and businesses, helping to plan their financial future and security.

Huge congratulations to Robin Quirt and Charlotte Rush for making it to the finals of the 2026 Professional Adviser Wome...
09/10/2026

Huge congratulations to Robin Quirt and Charlotte Rush for making it to the finals of the 2026 Professional Adviser Women in Financial Advice Awards! 🌟

Robin is a finalist in the vulnerable client care category, and Charlotte for investment advice.

Proud to see talented individuals recognised; it's a reminder of how vital women's voices are in finance.

Exciting times ahead with the results coming in November.

Could your pension increase your inheritance tax (IHT) bill? From April 2027, most unused pension funds will be included...
07/10/2026

Could your pension increase your inheritance tax (IHT) bill?

From April 2027, most unused pension funds will be included in estates when calculating IHT.

For some families and individuals, having unspent pension funds could significantly increase the value of their estate for IHT purposes.

Will these changes affect you? It’s worth taking some time to understand your position, plan and act.

Read more in here: https://www.burfieldshousewm.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

Burfields House Wealth Management 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).

SJP Approved 20/08/2026

5⭐ client review on   β€œI had some money to invest and I was recommended by a family member. Connor has helped me to unde...
05/10/2026

5⭐ client review on

β€œI had some money to invest and I was recommended by a family member. Connor has helped me to understand how the financial market works. He has also helped me with financial planning, inheritance tax planning and any financial questions I may have."

We take the time to explain financial markets in plain English, helping clients confidently manage their investments while providing support with financial planning, inheritance tax planning, and any wider financial questions 😊

https://www.vouchedfor.co.uk/financial-advisor-ifa/cranbrook/065550-connor-essam



The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.

Burfields House Wealth Management 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).

Happy birthday to Ellie from all of us at Burfields House! πŸŽ‰ Enjoy your special day – you truly deserve it! πŸ₯‚
04/10/2026

Happy birthday to Ellie from all of us at Burfields House! πŸŽ‰

Enjoy your special day – you truly deserve it! πŸ₯‚

Celebrating your three year work anniversary today, Michael! πŸŽ‰ From all the team at Burfields House. Your hard work trul...
02/10/2026

Celebrating your three year work anniversary today, Michael! πŸŽ‰

From all the team at Burfields House. Your hard work truly makes a difference. Here’s to more good times ahead!

Keeping it in the family: planning ahead for business successionFor many business owners, a large proportion of family w...
30/09/2026

Keeping it in the family: planning ahead for business succession

For many business owners, a large proportion of family wealth is tied up in their business.

That makes succession planning one of the more important financial and strategic decisions they’ll have to make.

Read more about the importance of planning and getting advice: https://www.burfieldshousewm.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html

Burfields House Wealth Management 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).

SJP Approved 20/08/2026

5⭐ client review on   How has Robin Quirt helped you since your last review?β€œWe have had a change in our personal circum...
28/09/2026

5⭐ client review on

How has Robin Quirt helped you since your last review?
β€œWe have had a change in our personal circumstances, requiring some tweaking and additional protection of our investments. Robin's advice has been sound, positive and extremely effective. At our most recent meeting, we were joined by our son who was most impressed by Robin's extensive knowledge and approachable, reassuring manner. He said that she inspires confidence.”

Regular review meetings are a key part of our service to our clients to keep abreast of any changes in their lives that could affect their financial position 😊

https://www.vouchedfor.co.uk/financial-advisor-ifa/cranbrook/065548-robin-quirt



The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.

Burfields House Wealth Management 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).

Happy birthday to Jack from the Burfields House team! πŸŽ‚ Your hard work really makes a difference. Enjoy your day and her...
27/09/2026

Happy birthday to Jack from the Burfields House team! πŸŽ‚

Your hard work really makes a difference. Enjoy your day and here’s to another brilliant year ahead πŸŽ‰

Happy birthday, David from all of us at Burfields House! πŸŽ‰ Your hard work and dedication truly inspire us. Enjoy your sp...
26/09/2026

Happy birthday, David from all of us at Burfields House! πŸŽ‰

Your hard work and dedication truly inspire us. Enjoy your special day with your family. Here’s to a great year ahead, filled with joy and success! πŸŽ‚

From April 2027, most unused pension funds will be included in an estate for inheritance tax purposes. For many families...
25/09/2026

From April 2027, most unused pension funds will be included in an estate for inheritance tax purposes. For many families, this could reshape how they think about drawing an income in retirement and passing wealth to future generations.

This article explores the implications of the new rules and why some retirees may face a new dilemma: preserve their pension or spend it?

πŸ”— https://www.burfieldshousewm.co.uk/article/detail/sjpp/the-new-retirement-dilemma-preserve-or-spend-your-pension.html

Burfields House Wealth Management 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).

SJP Approved 01/09/2026

Address

The Plain
Goudhurst
TN171AE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441580211211

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