88813 Wealth Management

Providing financial peace of mind

BURFIELDS HOUSE WEALTH MANAGEMENT LIMITED

Principal Partner Practice of St.James’s PlaceWealth Management

A personal approach
to financial planning

We focus on building and maintaining long-term
relationships with our clients, helping them to
identify and realise their financial goals.

The Cole family has been advising clients on family finance and wealth since 1921

Bespoke financial advice
tailored to your objectives

Burfields HouseWealth Management is a holistic Practice based in Kent.
We specialise in providing high-quality bespoke advice to individuals,
families, trustees and businesses – helping them to plan their
financial future and security.

Client focus lies at the heart of everything we do.We thrive on building positive long-term relationships
where we can make a difference and clients take value in our honest, straightforward approach.

We can provide investment advice tailored specifically to each client across a wide
range of services, including:

l Investment planning l Later life and care planning
l Tax planning l School and University fees planning
l Inheritance tax and estate planning l Corporate business services
l Pension and retirement planning

BURFIELDS HOUSE WEALTH MANAGEMENT LIMITED

Principal Partner Practice of St.James’s PlaceWealth Management

A reputation
built on experience

Over the years we have dealt We have successfully grown our business and reputation in wealth management,
with all levels of family wealth. helping many clients to plan and realise their financial ambitions.
By working with us, many of the
clients we look after have created Back in 1998, David Cole joined The J. Rothschild Partnership, now
their wealth in the last one or two St. James’s PlaceWealth Management, who still handle most of our client
generations. Our role is to make investment structures. Since 2002 the business has been based in Goudhurst,
sure this continues. Kent. In 2017 we purchased a second building to support business growth
and our expanding private client base.

As a business we have always been dedicated to being a positive place for people
to work. Our friendly team includes highly qualified specialists and support staff,
including primary Partners specialising in investments, taxation, pension
planning and later life planning.

We have a wide and varied client base and are proud of the relationships
we have built with our clients – many of whom have been with David
and his team since 1982.

The value of an investment with St. James’s Place will be
directly linked to the performance of the funds you select
and the value can therefore go down as well as up.
You may get back less than you invested.

burfieldshousewm.co.uk

Valued financial advice
since 1921

The Cole family has been looking after the finances of local
clients for many years. Our one to one, friendly approach
has always been a big part of our business story.

David Cole - CEO & Principal Partner

Our planning
and support
team

Charlotte Rush DipPFS Connor Essam DipPFS

Charlotte is our home-grown adviser at Burfields Prior to joining St. James’s Place, Connor
House and is also a financial education specialist. enjoyed a career in professional football playing
She loves seeing plans come together and the for Gillingham, Leyton Orient, Crawley &
difference advice can make to families. Luton, to name a few teams.

If you are looking for a financial planner, you Connor’s career as a professional athlete has
probably want to know how to minimise tax or given him a range of skills and personal values
grow your wealth, this is something she can which are now equally relevant to his role as
definitely help you with. Charlotte likes to give a financial planner.
clients peace of mind; it is not what our clients
come to meet us for, but it is what they say they
feel when they leave.

A highly qualified team to
help plan your financial future

Our friendly and experienced team We believe the expertise of our wealth managers is second-to-none
are dedicated to delivering the best and complemented by a dedicated support team to ensure that the
for our valued clients. advice and service you receive is truly bespoke. Our team is expert
in all aspects of investment planning, taxation, retirement
planning and later life planning.

David Cole DipPFS Robin Quirt FPFS

David is the third generation of his family to Originally from Canada, Robin came to the UK
have entered the financial services sector. in 2011, and no, she does not miss the snow.
Starting as far back as 1921 with his grandfather, Since arriving, she transitioned from a career in
followed by his mother, he is very proud to share physics research to that of a wealth manager.
the same family philosophy of handing financial
success on to the next generation. After starting her career with St. James’s Place as
a sole Adviser, she joined the team at Burfields
David firmly believes that prudent financial House and subsequently became a Director.
planning should cater to the needs of all the
family, from the oldest down to the youngest. Robin is a Fellow of the Personal Finance
Society and a Chartered Wealth Manager.

burfieldshousewm.co.uk

Our key business Flagstone’s secure, digital cash deposit platform gives clients access to market-leading and
connections exclusive interest rates from a growing panel of more than 40 banks and building societies.

As Principal Partner Practice, Gallagher provides specialist insurance cover for individuals as well as corporate
Burfields HouseWealth Management clients. The company’s specialists focus on delivering efficient cover to avoid over
has access to a number of key business or under-insurance and take the time to ensure that items are valued realistically.
connections within the St. James’s
PlaceWealth Management Group, WPA is widely recognised for offering excellent value for money and quality of service
including those on this page, who in the Private Medical Insurance (PMI) market, and has developed a unique, generation
play an important role in providing spanning, Family Healthcare Plan that is exclusively available through St. James’s Place.
support and additional services for
us and our clients. Stockbroking Services through Rowan Dartington,
a wholly owned subsidiary of St. James’s Place.
Stockbroking services designed for investors who are looking for advice on individual
investments within their portfolio, or who simply wish to buy, hold or sell investments.
These services bring clients the benefits of a dedicated and experienced stockbroking
team, who will manage investments on a discretionary or advisory basis.
The value of an investment with Rowan Dartington may fall as well as rise.
You may get back less than you invested.

The right connections
with the right people

In establishing and maintaining our David Gridley FPFS
high level of service we have David provides a wealth of expertise in financial services, particularly
developed close links with other in the area of pre and post-retirement planning. He joined St. James’s
professional establishments including Place (formerly The J. Rothschild Partnership) as a Founder Member
highly respected solicitors, will in 1991 and has been a Senior Partner for a number of years. David has
writers*, mortgage and insurance completed a series of Chartered Insurance Institute (CII) qualifications
solutions providers, and accountancy and he is also a Fellow of the Personal Finance Society.
practices.Whilst they are separate and
distinct in their service offering, our Burfields House and David Gridley, each run separate businesses
close alliance ensures that you receive within St. James’s Place and do not operate in legal Partnership
a fully co-ordinated, in-depth and with each other.
seamless level of service.

*Wills are not regulated by the
Financial Conduct Authority

burfieldshousewm.co.uk

Working with you -
our bespoke approach

Understanding your financial circumstances and objectives and focusing
on your priorities, will enable us to tailor a plan specifically for you.

Initial consultation Evaluation & Research Strategy & Planning

Face-to-face or virtual Identifying areas where we We consider the options
meetings are provided can add value and assist you to available and agree a tailored
without obligation. achieve your financial goals - strategy moving forward.
short and long-term.

BURFIELDS HOUSE WEALTH MANAGEMENT LIMITED

Principal Partner Practice of St.James’s PlaceWealth Management

Clear direction for
your financial future

Implementation Regular reviews

Recommendations are confirmed in Regular face-to-face review meetings are a key part
detailed reports and supported of our service.They allow us to identify any change
by personalised illustrations and in your circumstances and adjust recommendations
relevant documentation. to ensure they remain fit-for-purpose.

burfieldshousewm.co.uk

One of the largest
companies in our sector

St. James’s Place is a FTSE-100 wealth management business
with in excess of £135bn of client funds under management.

St. James’s Place
Wealth Management

Partners look after clients as The St. James’s Place wealth management advice service is delivered exclusively
their own, offering broad and by its Partners and their advisers, who are collectively referred to as the
skilled advice covering financial St. James’s Place Partnership.They comprise some of the most experienced
and tax planning as well as and able professionals working in wealth management today.
investment planning.
St. James’s Place guarantees the suitability of the advice given by members of
the St. James’s Place Partnership when recommending any of the wealth
management products and services available from companies in the Group,
more details of which are set out on the Group’s website at
www.sjp.co.uk/products.This quite simply gives you reassurance
and peace of mind when planning your financial future.

“Making a difference
in everything we do

“ Our purpose to give peace of mind in an uncertain

world is underpinned by our culture of doing the right thing.
Everyone in our business can be part of the contribution we
make to society and they can make a difference by doing the
right thing in everything we do. Ultimately, we aim to grow
in a sustainable way, taking a long-term view, which ensures
we are a force for good for our people, clients, stakeholders
and the wider world.

Andrew Croft
Cheif Executive Officer

St. James’s Place
Corporate Responsibility

St. James’s Place commitment to As a company that looks to support its clients for the long-term and across generations,
Corporate Responsibility is part of St. James’s Place recognises climate change to be one of the major challenges facing the
the founding principles of the world and is committed to reducing its environmental impact through business activities
Company and it actively encourages and funds under management.
its people to live by this philosophy.
Oversight of St. James’s Place strategic approach to sustainability is through its
Environmental Reporting Committee.The SocialValue Committee also regularly reviews
environmental performance.

St. James’s Place knows that many of its clients also expect the principles of responsible
investing to be incorporated in its investment approach and emphasises these principles
in the management of clients’ assets, not least through awareness and integration of
environmental, social and governance (ESG) factors into its investment process. It believes
in the importance of managers’ awareness of the major environmental, social and governance
issues surrounding the businesses they invest in and how clients’ money is run.

Consistent with its view to be responsible stewards, St. James’s Place is a signatory to the
United Nations Principles for Responsible Investment (UNPRI) and the UK Stewardship
Code - achieving an A+ rating.

St. James’s Place continually looks at ways to develop and enhance its responsible
investment approach, working closely with its external fund managers to encourage and
support responsible investing. For example, the Sustainable & Responsible Equity fund
provides a solution for investors wanting to invest in a strategy that is positively
contributing to a more sustainable global economy.

The value of an investment with St. James’s Place will be directly linked to the
performance of the funds you select and the value can therefore go down as well as up.
You may get back less than you invested.



Burfields House
Wealth Management -
our charitable endeavours

Working to improve the welfare of Founded by David Cole and David Gridley, our own charity the Tongole
others throughout the world and Foundation is a UK registered non-profit organisation that works to support
supporting within our local local communities surrounding the Nkhotkota Wildlife Reserve in Malawi,
communities is a very important Africa. It focuses on education and wildlife conservation in an effort to
aspect of our business. improve the standards of living for as many people as possible.

thetongolefoundation.org The foundation focuses on two core objectives:

l To have a sustainable not-for-profit business (TongoleWilderness Lodge),
creating desperately rare employment and training opportunities in
a deprived part of Malawi.

l Supporting children’s education and school facilities.

burfieldshousewm.co.uk

St.James’s Place
Charitable Foundation

The St. James’s Place Charitable Grant giving is guided by themes, with the main focus on children and
Foundation is the philanthropic arm young people who have special needs through illness, disability or mental
of the St. James’s Place Wealth health problems, and also those who are disadvantaged in other ways.
Management Group, supporting The Charitable Foundation also supports the Hospice Movement and
those in need since 1992, making a people of all ages with cancer.
positive and lasting difference to
people’s lives by awarding grants to Funds are raised within the St. James’s Place community who support the
charities registered in the UK. Charitable Foundation in any way they can.That includes donating from
their earnings: currently over 87% of Partners and employees regularly
donate in this way.

Fundraising events are also an important part of its income, with
everything from running 250km through the Kalahari Desert to golf
days being organised to raise funds.What’s more, since 1999, every
pound raised by the community has been matched by the company.
All the Charitable Foundation’s administration costs are also covered,
so everything raised goes straight to the charities.

burfieldshousewm.co.uk

Supporting those in
need since 1992

Making a positive and lasting difference to people’s lives
by awarding grants to charities registered in the UK.

Goudhurst Newsagents A262 CHURCH ROAD

NORTH ROAD St Mary’s Church

A262 Star and Eagle LANE
BACK
Burgess House
Burgess Stores

MALLARD HOUSE St Mary The Virgin
BURFIELDS HOUSE
Pond
Goudhurst Village Hall Old Pasonage Surgery

A262

BURFIELDS HOUSE WEALTH MANAGEMENT LIMITED

Principal Partner Practice of St. James’s PlaceWealth Management

Burfields House Mallard House Tel: 01580 211 211
The Plain, Goudhurst The Plain, Goudhurst Email: [email protected]
Kent,TN17 1AE Kent,TN17 1AD www.burfieldshousewm.co.uk

Burfields HouseWealth Management Ltd is an Appointed Representative of and represents only St. James's PlaceWealth Management plc (which is
authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and

services, more details of which are set out on the group's website www.sjp.co.uk/products.The 'St. James's Place Partnership' and the titles
'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.