Business Details
27 Years
experience
Your Trusted Financial Advisers in Nottingham
Established in 1999, David Burnell Financial Services has built a reputation as a trusted independent financial advisory firm serving clients across the UK. With over two decades of collective experience, our team specialises in retirement planning, investment strategies, mortgage solutions, and estate planning. We prioritise client-centric service, offering tailored financial advice that aligns with individual goals and risk profiles. Our independence allows access to a comprehensive range of market products, ensuring optimal solutions for clients. We maintain strong regulatory compliance through our partnership with The On-Line Partnership Limited, authorised by the Financial Conduct Authority.Our commitment to transparency is demonstrated through clear communication, no hidden fees, and educational resources that empower informed decision-making. Client testimonials consistently highlight our professionalism, expertise in complex financial matters, and compassionate approach during sensitive processes like probate. We combine technical proficiency with personal service, ensuring clients feel supported throughout their financial journey.
Services
Retirement Planning
Investment Management
Mortgage Advice
Protection Planning
Estate Planning
Probate Assistance
Details
- Year established: 1999
Highlights and features
- We offer over 20 years' experience in independent financial advisory services
- Our whole-of-market approach provides access to exclusive mortgage products
- We specialise in tax-efficient investment strategies tailored to individual needs
- Our FCA-regulated services ensure compliance with financial industry standards
- Client testimonials highlight our compassionate approach during probate processes
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Professional friendly approach
Clear explanations
Well supported
Easy process
Services
Retirement Planning
Our retirement planning service helps clients maximise their pension potential through tailored strategies. We assess individual circumstances to create bespoke plans that consider lifestyle goals and risk tolerance. With expertise in various pension types, we help clients start planning at any age to build substantial retirement funds.
Investment Management
We help clients grow their wealth through strategic investment solutions. Our team considers risk profiles and financial goals to create diversified portfolios. We focus on tax-efficient strategies while maintaining appropriate cash reserves for emergencies, ensuring balanced long-term growth potential.
Mortgage Advice
Our mortgage advisory service provides access to exclusive market products and specialist lenders. We help clients navigate fixed and variable rate options while considering their financial circumstances. We save clients time and money through expert negotiations with lenders and tailored mortgage solutions.
Estate Planning
We help clients protect their assets through comprehensive estate planning. Our service includes inheritance tax mitigation strategies and will creation. We ensure clients' wishes are legally documented while minimising tax liabilities, providing peace of mind for families and business succession.
Probate Assistance
Our probate service guides clients through the complex legal process of estate administration. We help with grant applications and asset distribution while providing compassionate support during difficult times. Our expertise simplifies what would otherwise be a stressful process for bereaved families.
People
Jon
Financial Adviser
With extensive experience in pension planning, Jon provides clear explanations and considered advice to clients, ensuring they understand their retirement options and make informed decisions.
Natalie
Financial Planner
Specialising in complex financial solutions, Natalie combines technical expertise with client-focused service, helping clients achieve their financial goals through tailored investment and protection strategies.
Lucy
Client Services Manager
Lucy coordinates client services with exceptional organisational skills, ensuring smooth processes and clear communication throughout financial planning journeys while maintaining a supportive client relationship.
Charlotte
Client Support Executive
As client support specialist, Charlotte provides essential assistance throughout financial processes, maintaining clear communication and ensuring clients remain informed about their case progress.
David Hinch
Senior Adviser
Experienced financial professional David Hinch combines technical knowledge with approachable service, helping clients navigate complex financial decisions with confidence and clarity.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, mortgage advice, protection planning, and estate administration services tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate as an appointed representative of The On-Line Partnership Limited, authorised and regulated by the Financial Conduct Authority (FRN 192638).
How do you approach investment planning?
We assess your risk tolerance and financial goals to create diversified investment portfolios, focusing on tax efficiency and long-term growth potential.
Can you help with mortgage applications?
Yes, we offer whole-of-market mortgage advice with access to exclusive products, helping clients find competitive rates and suitable terms.
What probate services do you offer?
We provide guidance through the probate process, assisting with grant applications and estate administration during difficult times.
How are your financial planning fees structured?
We provide transparent fee information during initial consultations, with charges based on the complexity of services required.
