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ALL THE LATEST NEWS, VIEWS AND STORIES FROM AROUND YOUR LOCAL AREA:SEPTEMBER/OCTOBER Investing in your future


Legal and financial matters are often interlinked which is why Burnetts has invested in developing a specialist Financial Services team. Tony Irving explains how he helps clients:


You may be surprised to learn that Burnetts Solicitors employ an Independent Financial Adviser but I have worked for Burnetts for the last 18 years. Prior to joining Burnetts at the turn of the century I worked for Armstrong Watson and the Cumberland Building Society.


My role is to provide unbiased guidance on financial matters to all Burnetts’ clients.


No two days are the same as I see clients who need advice and support in numerous areas. This can range from:


 Inheritance Tax Planning advice,


 Investment advice including ISA’s and Investment Bonds


 Long Term Investments for children and grandchildren,


 Advice on how to deal with inherited wealth and the tax implications,


 The use of Trust Funds following medical or personal injury and


 Equity Release Schemes.


An essential part of my work is to understand a client’s needs and identify suitable financial products that meet those needs. My work involves undertaking a complete financial review with the client to ensure that I fully understand what type of investments would be correct for them.


Another important part of my role is advising where clients should avoid making certain investments, where that investment does not meet the client’s needs and where the risk is not suitable for that client.


I regularly see current and new clients at our Cockermouth Office and for those unable to get into the office I am happy to come out to see them at home.


If you would like an appointment please contact Tony on 01900 510366 or e: ti@burnetts.co.uk or visit www.burnetts.co.uk for more information.


Expert legal advice on your doorstep


        


  


       


01900 510 366 3c Lakeland Business Park, Lamplugh Road, Cockermouth. CA13 0QT e: ts@burnetts.co.uk www.burnetts.co.uk/WestCumbria WWW.THECOCKERMOUTHPOST.CO.UK


ISSUE 429 | 20 SEPTEMBER 2018 | 43


Cockermouth


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