Services for Individuals

We provide independent financial planning and wealth management services for a wide range of private investors; helping them plan and achieve their lifestyle and financial objectives.

At Budge and Company we advise on all aspects of financial planning. Our highly qualified and experienced team will create a personalised pension or investment strategy, in a tax efficient way, including advice on life assurance and capital investments that will respond to your unique personal circumstances and lifestyle objectives.

With over forty years’ experience we have built a solid reputation for achieving the best possible returns on your investment. Our commitment to providing independent advice, backed with the very latest in advanced monitoring systems, ensures we are responsive to the changing markets and keep you fully apprised of the latest valuations and progress towards your financial goals.

Contact us now to see how we could help you with any of the following:

  • Savings for retirement
  • Options at retirement
  • Tax Efficient Investments
  • Investment management
  • Trusts
  • Estate and inheritance tax planning
  • Life and Health Insurance

The value of your investment can go down as well as up and you may get back less than the amount invested


If you would like any more information about the services we offer please contact us below or telephone us on 01423 877 960

Contact us