Welcome to Kay Burt Investments

 Kay Burt MSc BSc DipPFS

We are a specialist investment independent financial adviser (IFA) with over £60m under management. We offer tax-efficient financial advice, and ongoing personal and bespoke service to high net worth clients. Customers have investment portfolios varying in size from £200,000 to several with millions of pounds under management. Our clients also cover the full spectrum of investment needs. Some customers are sophisticated, market-savvy entrepeneurs willing to take a calculated investment risk in the quest for greater returns. However, many are much more cautious retirees, divorcees or widows, who are often new to investment. They require a much more personal hand holding approach. We also provide investment advice to Trustees of Charities and Family Trusts.

We offer a comprehensive financial planning service, which should cater for all of your investment needs:

• Lump Sum Investments eg inheritance, divorce, trusts, or redundancy.
• Investment Portfolio review and advice service
• Inheritance Tax Products eg Discounted Gift Trusts, AIM portfolios, Forestry, or lower risk protected AIM or EIS portfolios
• Capital Gains Tax Products eg VCTs
• Pension Planning 
• Life Assurance

The Financial Services Authority does not regulate taxation and trust advice