We're a trusted wealth management business creating long term client relationships
About Burnett & Reid Wealth Management Ltd
Burnett & Reid Wealth Management Limited, established in 2017, is part of the of Clifton Wealth Partnership, providing financial planning services to both business owners and private individuals, specialising in retirement planning and investment planning.Learn more
At Burnett & Reid our advisers have an impressive bank of wealth management solutions at their fingertips. This enables them to work with their clients to provide a wide range of services to deliver financial objectives and aspirations.
- Retirement planning
- Investment planning
- Business protection
- Key person protection
- Holistic financial planning
- Individual protection
(including income protection and critical illness cover)
Our adviser firm's core services include:
Plan for Life
Whatever your work status – business owner, employee or something else entirely, one thing is certain as you travel through life your financial needs and priorities change.
The Plan for Life process aims to eliminate the element of surprise and allow you to enter each of your life stages in the full knowledge of what to expect having planned for it with your adviser.Learn more