Burfields House Wealth Management Ltd

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Burfields House Wealth Management Ltd We offer high quality, bespoke wealth management advice to individuals, families, trustees and businesses, helping to plan their financial future and security.

Happy 6 years with us, Edward! 🎉 Your hard work makes all the difference, and we’re grateful to have you on the Burfield...
26/10/2026

Happy 6 years with us, Edward! 🎉

Your hard work makes all the difference, and we’re grateful to have you on the Burfields House team. Cheers to you!

Just a reminder that clocks go back one hour at 2am on Sunday 25th when we switch from British Summer Time 🕑✨ Enjoy an e...
24/10/2026

Just a reminder that clocks go back one hour at 2am on Sunday 25th when we switch from British Summer Time 🕑✨

Enjoy an extra hour in bed. At Burfields House, we think that’s a very good reason to enjoy a slower Sunday morning ☕🍂

Could your loved ones easily access the money needed to pay an Inheritance Tax bill?As changes from April 2027 bring mor...
23/10/2026

Could your loved ones easily access the money needed to pay an Inheritance Tax bill?

As changes from April 2027 bring more pension wealth into the scope of IHT, liquidity is becoming an increasingly important part of estate planning.

Discover how whole of life assurance can help provide funds quickly and reduce financial pressure on your family.

🔗 https://www.burfieldshousewm.co.uk/article/detail/sjpp/whole-of-life-assurance-the-quiet-solution-to-the-iht-landscape.html

Burfields House Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 18/09/2026

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Wishing a very happy birthday to Beth from all of us at Burfields House! 🎉 Your organisation skills keep us on track eve...
23/10/2026

Wishing a very happy birthday to Beth from all of us at Burfields House! 🎉

Your organisation skills keep us on track every day, and we truly appreciate everything you do. Enjoy your special day! 🎂

🥳

What could the Autumn Budget mean for your finances? A panel of specialists from St. James's Place, featuring Hetal Meht...
22/10/2026

What could the Autumn Budget mean for your finances?

A panel of specialists from St. James's Place, featuring Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will provide a clear and practical overview of the key announcements, exploring what they could mean for individuals, families and long-term financial planning.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Join us for expert insight and guidance following the Budget.

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

Burfields House Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 09/10/2026

Could a capital gains tax bill catch you by surprise?With the annual CGT exemption now significantly lower than it was j...
21/10/2026

Could a capital gains tax bill catch you by surprise?

With the annual CGT exemption now significantly lower than it was just a few years ago, more people are finding themselves facing unexpected tax liabilities when selling or gifting assets.

Read on to learn more about:
✔ Why surprise CGT bills are becoming more common
✔ What to do if you get a bill unexpectedly
✔ Simple steps to help avoid unexpected costs in future

🔗 https://www.burfieldshousewm.co.uk/article/detail/sjpp/the-capital-gains-tax-surprises-that-catch-people-out.html

Burfields House Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 14/09/26

Happy birthday, Pip! 🎉 We hope your day is filled with laughter and good times! Your energy lights up our team, and we a...
21/10/2026

Happy birthday, Pip! 🎉

We hope your day is filled with laughter and good times! Your energy lights up our team, and we appreciate all you do.

Here’s to a wonderful year ahead! 🎂✨

🎭 What a fantastic evening at Hemsted Park on Saturday!Everyone had a great time at the Rainer Hersch event, hosted by R...
20/10/2026

🎭 What a fantastic evening at Hemsted Park on Saturday!

Everyone had a great time at the Rainer Hersch event, hosted by Robin. A wonderful mix of fun, fascinating insights and a few unexpected surprises made for a thoroughly enjoyable evening! ✨

Thank you to everyone who joined us. We hope you enjoyed it as much as we did!

5⭐ client review on “Always a pleasure to meet up with and great advice; keeping us up to date with the market, especi...
19/10/2026

5⭐ client review on

“Always a pleasure to meet up with and great advice; keeping us up to date with the market, especially with new inheritance tax regulations.”

By maintaining regular contact and providing timely updates, we help clients stay informed and well prepared for changes that could impact their financial future😊

https://www.vouchedfor.co.uk/financial-advisor-ifa/cranbrook/065549-charlotte-rush



The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.

Burfields House Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Many women face financial challenges that extend far beyond their pay packet.Career breaks, caring responsibilities and ...
16/10/2026

Many women face financial challenges that extend far beyond their pay packet.

Career breaks, caring responsibilities and lower lifetime earnings can all have an impact on long-term savings and retirement income.

This article looks at the factors behind the gender pensions gap and highlights why understanding these challenges is the first step towards building greater financial confidence and resilience.

👉 Learn more: https://www.burfieldshousewm.co.uk/article/detail/sjpp/closing-the-gap-women-pay-and-pensions.html

Burfields House Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 24/08/2026

Address

The Plain
Goudhurst
TN171AE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441580211211

Website

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