Letter from the MD
Dear Investor
I set up Bourlet Wealth Management in 2003 because I’m passionate about helping people make the most of their wealth. Money may just be a means-to-an-end, a tool enabling you to live the life you desire, but managing your money poorly can mean the difference between a life fulfilled and a life with regrets. So, if money can affect our whole lives, how come we let the big banks and financial institutions put their own interests before our own with commissions and sales targets?
At Bourlet Wealth Management we put our clients first. We are paid by our clients and we never retain commissions from product providers. We have purposely designed our fee structure so that our interests are aligned with yours and, as a result, our sole purpose is to make sure that you achieve your financial goals.
But what use good intentions if there is no substance behind them? The strategic alliances we have developed mean that you will not find a better solution than we have to offer – an investment philosophy based on Nobel Prize winning academic research combined with an expert wealth management team.
Above all, our clients want one person they can call – someone they can count on – someone who will provide a rational sounding board – someone with experience and know-how who can help simplify their lives.
Why not simplify your own financial life and give yourself the best possible chance of achieving all that really matters to you?
I would be delighted to hear from you.
Yours sincerely
Roger Bourlet
Managing Director
T: 01249 700460