Bourlet Consulting
Bourlet Consulting is a Chartered Financial Planning firm that provides financial planning services to clients. They aim to simplify financial planning to make it understandable and accessible.
- Trustee guidance
- Retirement guidance
- Inheritance guidance
- Business financial planning
- Lifestyle financial planning
- Personalised financial planning
Locations
Competitors
Fresh Perspective Financial Planning is an independent, chartered firm of financial planners that focuses on providing tailored financial planning and wealth management services.
Company Details
Bourlet Consulting is operated by Bourlet Financial Planning Limited and is a Active company incorporated on 21 October 2003 with the registered office located in Corsham, Wiltshire. Bourlet Financial Planning Limited was registered 21 years ago.
Status
Active
Size
Micro
Directors
3
Age
21 years old
Employees
12
Turnover
Unreported
Total Assets
£657.65K
Cash in Bank
£466.68K
Total Liabilities
-£202.08K
Teams
8
6
4
1
Director • Joined Dec 2011
Lead Financial Planner • Joined Jan 2021
Managing Director • Joined Feb 2004
Practice Administrator • Joined May 2021
Financial Planner • Joined Jun 2021
Chartered Financial Planner • Joined Sep 2010
Paraplanner • Joined Sep 2021
Trainee Paraplanner • Joined Apr 2024
Director • Joined Dec 2011
Managing Director • Joined Feb 2004
Practice Administrator • Joined May 2021
Financial Planner • Joined Jun 2021
Chartered Financial Planner • Joined Sep 2010
Paraplanner • Joined Sep 2021
Financial Planner • Joined Jun 2021
Chartered Financial Planner • Joined Sep 2010
Paraplanner • Joined Sep 2021
Trainee Paraplanner • Joined Apr 2024
Lead Financial Planner • Joined Jan 2021