Connel strongly believes that people prefer to work directly with people, especially when it comes to a subject as important as their finances. Due to this he takes a great deal of time getting to know his clients with the overall aim to build up a trusted relationship that will last for many years. Through this relationship he will ensure he fully understands all his clients’ goals and aspirations and work to build a bespoke, tailored solution to help these goals and aspirations become realised.

From our office in Haddington, we work with people and businesses across East Lothian, Edinburgh and beyond, delivering our distinctive service and expert advice on financial planning and wealth management to all kinds of people.

We have close working relationships with East Lothian solicitors and accountants. We regularly work with them to ensure that all aspects of their clients’ financial affairs are considered.

So do get in touch today for an informal chat or an introductory meeting and let us show you how Burt Financial Planning can offer you a refreshingly different approach to your long-term financial future.