Burch Wealth Management specialises in offering expert advice in a wide range of important areas including investments. This includes investment strategies, such as planning to exit a business, savings for a child's education or additional income at any life stage.

Inheritance Tax planning to ensure that your wealth is passed in the most tax efficient way possible for your chosen beneficiaries.

Pensions, personal, group and corporate to protect you, your family and your employees life styles in retirement and of course protection, from family, business to mortgage. We will review your situation and advise on the appropriate level of cover for your personal situation or business including protecting against the loss of a key employee, share holder or partner.

We offer high net worth private and corporate clients the personalised service of a friendly local company backed by the infrastructure and highly diverse expertise of the St. James's Place Wealth Management Group. We have first hand experience helping successful entrepreneurs, families, trusts and executives to grow, preserve, manage and transfer their wealth.

We work closely and support all of our clients, which in the fast paced world in which we now live is very important, offering advice and support in all areas of wealth planning.

Helping clients understand and adapt to the changing financial world is at the forethought of everything we achieve.

We keep our clients regularly updated via regular updates and meetings.

I hope you find this website of interest. Please do not hesitate to contact us with any queries.

Mark Burch
Director of Burch Wealth Management
Partner Practice of St. James's Place Wealth Management

Your home may be repossessed if you do not keep up repayments on your mortgage.