About us

The Directors have between them over 75 years of dedicated service to a loyal and growing clientèle, derived from all walks of life, but all with a common expectation -they have come to expect a professional working partnership with their Adviser.

It is a given fact that information is freely available and whether it be obtained through websites, newspapers, television or even “a man in the pub”, you could, if you wanted, get a broad answer to any financial question and we fully understand that.

We pride ourselves on our difference. We bring to the partnership a professional skilled and qualified approach to solving the financial issues, changes and opportunities we all face at some point in our lives. It could be searching for the right mortgage, protecting the family, providing for retirement, managing your investments, or even growing your business, we are on hand to “read the small print for you” offering unbiased professional Independent Financial Advice.

Burwood Sage continues to grow by a constant stream of recommendations. We receive referrals from satisfied clients and professional intermediaries, such as Solicitors, Accountants, and Estate Agents. The labourer is worthy of his hire and as such, we make no secret about the fact that we charge for our services. We offer a complete range of options to our clients and we would invite you to please refer to our “How we are paid” page.

Burwood Sage holds dear to the concept of Treating Customers Fairly. In our dealings with you we will be open, concise and always put your best interests at the forefront of our actions. If for any reason you have occasion to be unhappy with any aspect of our service, as you would expect, we have a robust system to deal with your concerns fairly. For your further peace of mind, we subscribe fully to the Financial Ombudsman Scheme and the Financial Services Compensation Scheme, both bodies of which exist to further consumer protection.