Bourlet Wealth Management has provided a clear strategy for our personal finances: identifying the resources that my wife and I need to allocate to achieve our goals, setting up a sound series of investments and then carefully monitoring progress. As a lawyer I appreciate the objectivity that working a on a fee basis promotes - we are confident that Bourlet Wealth Management puts our interests first. Roger Bourlet consistently demonstrates high level skills of client care.
John Bartholomew, Partner
Sewell Mullings Logie
Bourlet Wealth Management provides a friendly and personal, yet completely professional service. In the course of my work I meet many financial advisers but I have no hesitation in recommending Bourlet Wealth Management to clients and friends. The fact that I rely on their advice myself perhaps speaks for itself.
Adrian Moore, Retired Partner
Withy King Solicitors
A fairly complicated life, living in Wiltshire and working in Cologne, combined with a mass of policies, shares and pensions meant that I never had the time to sort out my personal finances. Bourlet Wealth Management have helped me plan out my future and balance my whole portfolio taking into account my future career path as well as my personal and family requirements. We meet twice yearly to review and tweak the plan. Not only do they take accountability for investment performance and come prepared with portfolio rebalancing recommendations, but they capture the whole thing on one piece of paper.
Alistair Forbes, CEO
Acentic GmbH
In Bourlet Wealth Management I have at last found a financial adviser who understands my psyche and the way I like to work.
Geoff Hedges
Entrepreneur
