An Associate Partner Practice of St. James's Place Wealth Management

Burrell Financial Planning

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Jade Burrell

The aspect of the role I enjoy most is creating and maintaining long term relationships with my clients whilst providing a professional and comprehensive financial planning service. It is important to me to support my clients, and the people they care about, by helping them to identify, clarify and achieve their financial goals and objectives through my personally tailored financial planning programme.

About

I started my career in the financial services sector, working for a major UK Banking Group for 10 years. I spent all that time building client relationships in Commercial and Corporate Banking, before deciding to move on to my next opportunity by becoming a financial adviser. I was selected for the St. James's Place Academy in April 2018.

Only you can choose to invest in yourself and your future, I can simply try to help you get there faster and in the most tax efficient way.
Jade Burrell

4 Firepool View, Taunton, TA1 1PS

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Jade has been incredibly supportive to us and throughout the application process has been wonderful. Her attention to detail and communication is exceptional and we wouldn't hesitate recommending Jade to anyone for either mortgage advice or financial planning.
Alison Brown
Your home may be repossessed if you do not keep up repayments on your mortgage.
Having worked for a number of companies since beginning my career I had 3 pensions and no real grasp on how they were performing, what they would provide me with in my retirement and how to make them work better for me. Jade was able to offer expert advice and manage the whole process. I now have one pension with St. James's Place that actively manages the funds and so I now have much more confidence that my money is working better for me.
Cris Neale
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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Jade Burrell
Burrell Financial Planning
07791 364775