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Our People

Meet our highly experienced and well qualified team, with an overall average of 20 years experience in the Financial Services industry.

Advisory Portfolio Service

Provides our clients� with long term wealth management of their investment holdings.

Employee Benefits

We can help companies and management teams build and administer an efficient employee benefits system.

Financial Planning

A holistic financial planning solution for individuals.

News & Updates

7th November

November 2019 - Market Review

October saw the UK plunge into election fever as progress on Brexit once again ground to a halt. Although Prime Minister Boris Johnson managed to reach a new Brexit Withdrawal Agreement with the EU, he failed to win Parliament’s support for his timet...

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2nd September

Cardiff 10k - 2019

A team from Burley Fox has run the Cardiff 10k to raise money for Kidney Wales. Well done all!!

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5th July

July 2019 - Market Review

The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air. As the clock ticked towards the extended deadline of 31 October, the Conservative Party focused on the election of a new leade...

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