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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