Partner Practice of
Clifton Wealth Partnership

We're a trusted wealth management business creating long term client relationships

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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.

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Our Services

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.

These include:

  • Retirement planning
  • Investment planning
  • Business protection
  • Key person protection
  • Holistic financial planning
  • Individual protection
    (including income protection and critical illness cover)
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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.

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Get in touch today

01224 655009