Stephen G Burton DipPFS

Director & Senior Financial Adviser

Financial Advice Areas

Exit Strategies, Inheritance Tax Planning, Investments, Pensions, Personal Financial Planning, Personal Protection, Trust Review Services, Long Term Care.

Geographical Areas

Birmingham, Leicestershire, Midlands, South Worcester.

About Stephen G Burton

I have been working in the financial services industry as a financial adviser since 1985 which is also when I joined Ashwood Law LLP and I became a Partner of the firm in 1988. I became a Director of Ashwood Law Wealth Management in 2016.

I give advice in all areas and specialise in Investment, Trust and Inheritance Tax Advice.

Over the years I have developed a strong and loyal client base who benefit from quality financial advice and an excellent personal service.

Testimonials

”We have been with Ashwood Law for many years. We have an extremely good relationship with Steve who has provided excellent financial advice over the years. Trust is so important in financial matters and we trust both Ashwood Law and Steve totally. Many thanks for looking after our affairs.” - Mr & Mrs Brady, Worcester

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax planning is not regulated by the Financial Conduct Authority.

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