Business Details
13 Years
experience
Your Trusted Partner for Financial Planning
Established in 2013, Burley Fox is a boutique financial services firm dedicated to delivering tailored wealth management solutions. With over 50 years of combined experience, our founders Paul Burley and Paul Fox specialise in serving clients with investable assets exceeding 250,000, offering independent advice rooted in trust and expertise. We prioritise quality relationships, operational agility, and technology-driven investment management to meet mutually agreed mandates. Our focus on high-net-worth individuals and businesses ensures a personalised approach to financial planning, retirement strategies, and corporate services.Regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while delivering unregulated services like inheritance tax planning with transparency. Through intelligent relationship-building and a proactive ethos, we aim to simplify complex financial decisions for our clients, ensuring long-term security and growth.
Services
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Corporate Services
Details
- Year established: 2013
Highlights and features
- We specialise in wealth management for clients with 250k+ assets
- Founders have over 50 years combined experience in financial services
- Regulated by the Financial Conduct Authority for rigorous oversight
- Boutique approach ensures personalised, agile service delivery
- Technology-driven investment management for optimal financial outcomes
Associations and certifications
- Chartered Financial Planner
- Financial Conduct Authority
Services
Financial Planning
We create bespoke financial plans aligned with personal and business goals. Our independent advisers assess clients' unique circumstances, asset bases, and risk profiles to develop sustainable strategies. With a focus on long-term growth and security, we provide actionable roadmaps for wealth preservation across generations.
Investment Management
Our tailored investment solutions combine market expertise with client-specific objectives. We design diversified portfolios that balance growth potential with risk management, leveraging technology for real-time monitoring. Regular reviews ensure alignment with evolving financial goals and market conditions for optimal performance.
Retirement Planning
Comprehensive retirement solutions beyond pension schemes. We address tax efficiency, estate planning, and lifestyle considerations through holistic strategies. Our approach ensures financial security in later life while maintaining flexibility for changing circumstances and family needs.
Corporate Services
Strategic financial frameworks for businesses seeking talent retention and growth. We design executive benefits packages, succession planning, and investment structures tailored to organisational objectives. Our services help companies attract key staff while ensuring long-term financial stability and compliance.
Wealth Management
Integrated wealth management for high-net-worth clients. We safeguard assets through diversified investment strategies, tax-efficient structures, and estate planning. Our boutique approach prioritises individual needs while maintaining institutional-grade risk oversight and performance tracking mechanisms.
People
Paul Burley
Founder
With over 25 years experience in financial services, Paul established Burley Fox to combine traditional expertise with modern wealth management approaches. His strategic vision focuses on delivering independent advice through technology-enabled solutions.
Paul Fox
Founder
Paul contributes extensive industry knowledge from a 25+ year career in financial planning. As co-founder, he leads investment strategy development while maintaining hands-on client relationships. His approach blends regulatory compliance with innovative financial solutions.
Questions
What sets Burley Fox apart from other financial advisers?
Our boutique model combines personal service with institutional expertise, focusing on clients with £250k+ assets through independent, technology-driven solutions.
Which financial services are regulated by FCA?
Investment advice and wealth management are FCA-regulated. Services like will writing and tax planning exist outside their oversight.
What investment strategies do you employ?
We use diversified portfolios tailored to individual risk profiles, combining traditional assets with alternative investments for balanced growth and protection.
How do you work with corporate clients?
We develop employee benefits packages, succession planning, and business investment strategies to help companies attract talent and ensure financial stability.
What experience does your team have?
Founders collectively have 50+ years in financial services, supported by specialists in investment management, tax planning, and corporate finance.
