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Welcome to Kay Burt Investments


Kay Burt MSc BSc DipPFS

We are a specialist investment independent financial adviser (IFA) with £491m under management. We offer tax-efficient financial advice, and ongoing personal and bespoke service to high net worth clients, trusts and charities. Customers have investment portfolios varying in size from £300,000 to several with many millions of pounds under management. Our clients also cover the full spectrum of investment needs. Some customers are sophisticated, market-savvy investors 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 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 Conduct Authority does not regulate taxation and trust advice

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United States Dollar
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 18/02/2019 at 02:11 PM